John Morbeck is a registered investment advisor at First Washington Corporation, based in Seattle, WA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 29 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
601 Union Street, Suite 3701, Seattle, WA, 98101
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Regulatory History
No 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 →Employment History
Current Registrations
First Washington Corporation
Previous Registrations
Linfor Capital Management, LLC
State Registrations1 state
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