Brander Lee Richmond

CFA

First Washington Corporation

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthBusiness OwnersCharitable Giving

First Washington Corporation

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

31 clients

Average Client Portfolio

$13.8M average

Assets Under Management

$427.5M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	1.00%
$10M+	1.00%

Fees negotiable for accounts over $10,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

800 Fifth Avenue, Suite 3800, Seattle, WA, 98104

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

First Washington Corporation

September 2025 - Present · 5 mos

Previous Registrations

Fulcrum Capital, LLC

August 2022 - August 2025 · 3 yrs

Coldstream Wealth Management

July 2017 - August 2022 · 5 yrs 1 mo

Coldstream Wealth Management

March 2014 - December 2020 · 6 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.