| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.35% |
Clients enrolled in the Program will generally pay an annual fee of 0.35% of the assets under management directly to Directional on a quarterly basis. Non-SIIP Clients will generally pay an annual fee of 0.50% of the assets under management directly to Directional on a quarterly basis. All fees are negotiable.
1420 5th Ave, Suite 3150, Seattle, WA, 98101
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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 →Erik is a board member of the CAIA Society's Seattle Chapter, dedicating minimal time to organizing investment-related educational events since 2017. He also serves as Treasurer of the Board of Directors for FinAbility, a non-profit organization, spending minimal time reviewing and approving budgets since April 2022.