| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000.00
3395 SW Garden View Ave, Portland, OR, 97225
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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 →Hoon is a member of Elliott Bay Advisors LLC (consulting, tax, and accounting) since 2007 and Elliott Bay Insurance LLC (insurance) since 2023. He is also a licensed life insurance agent since 1998 and an LLC member of Cultivant LLC (marketing) since 2018; Hoon devotes full-time hours to his Investment Advisor Representative activities.