| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Combined assets per fee family must total $1,000,000 or more and will be adjusted if total falls below $1,000,000 back to the tiered schedule.
1000 Second Avenue, Suite 1440, Seattle, WA, 98104
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Learn about disclosures →Nickola owns 100% of Pacific Alliance, a bookkeeping and computer assistance corporation, since 1993. She dedicates minimal time to this business, working on weekends and outside of security trading hours.