| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.08% |
| $1.0M - $5.0M | 0.93% |
| $5M+ | 0.64% |
Fees may differ based on relationship size, family accounts, acquaintances, or grandfathered fee schedules.
10900 NE 4th Street, Suite 2300, Bellevue, WA, 98004
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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 →Since 2017, Brenda has been a demonstrator for Stamp' Up, a craft business. She dedicates a few hours per week to this activity, outside of security trading hours.