| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with market value in excess of $7,000,000.
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015
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 →Shawn is an employee at The Water and Fire Restoration Company, owner/partner at Vino Simpatico Inc. (a wine store), and operations manager at Meridian Investigative Group (private investigator). These activities take minimal time, minimal time, and about half of Shawn's time, respectively.