Willard Bollenbach
Willard Bollenbach is a CFA-designated registered investment advisor at Agate Pass Investment, LLC, based in Bainbridge Island, WA, with 2 years of industry experience. Willard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124 clients with $340M 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum portfolio size and fees are negotiable.
Fee Estimator
Location
400 Winslow Way East, Suite 220, Bainbridge Island, WA, 98110
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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
Agate Pass Investment, LLC
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
State Registrations1 state
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