| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $20.0M | 0.00% |
| $20M+ | 0.00% |
Fees are generally negotiable.
9755 SW Barnes Road, Suite 595, 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 →Lindsey works as a sales associate at Pottery Barn, a retail store selling housewares and home furnishings, since 2004. This takes a few hours per week and does not occur during trading hours.