Colleen Bracy is a registered investment advisor at Robinswood Financial, based in Kirkland, WA, with 8 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 487 clients with $370M 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 | 0.75% |
| $1.0M - $5.0M | 0.20% |
| $5M+ | 0.10% |
*Minimum annual management fee of $1,875 per household. Minimum account requirements may be negotiable.
Fee Estimator
Location
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA, 98033
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2024Other Business Activities
Colleen owns rental real estate in Abilene, Texas, dedicating minimal time to it. She also owns CBLB Capital LLC, a holding company and business platform established in 2024, through which she works full-time as a Registered Investment Advisor Representative for Robinswood Financial LLC.
Employment History
Current Registrations
Robinswood Financial
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.