| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.40% |
Kirkland, WA
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 →Joel manages a rental property, volunteers for the Rotary Club, and is involved with several LLCs and companies, including Streamline Digital Holdings, Simutron Capital, Circinus Capital, Snikrep Real Estate LLC, Xist.GG, and Reeplayer, Inc. These activities require minimal time commitment.