| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10 million.
915 NW 19th Ave Suite F, Portland, OR, 97209
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Kori owns and maintains a rental unit in Portland, Oregon, dedicating minimal time to it. Kori also serves as Vice Chair of the Board and Chair of the Investment Committee for The Library Foundation, spending a few hours per week on this role.