| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Investment advisory fees are negotiable at our sole discretion. All clients do not pay the same fee.
1420 5th Ave, #2200, Seattle, WA, 98101
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Richard is the lead guitarist and singer for a rock band called Goldbar since 2006. He dedicates minimal time to this non-investment related activity.