| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
10900 NE 8th Street, Suite 1600, Bellevue, WA, 98004
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 →Douglas is a broker of life and health insurance products and services through New York Life, dedicating minimal time to oversight. He also works as a financial planner and advisor with Financial Resource Group full-time.