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Edward Labanara

31 Years of Experience
Bainbridge Island, WA
1 Disclosure

Edward Labanara is a registered investment advisor at Seattle Asset Management, INC., based in Bainbridge Island, WA, with 31 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $26M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$5.2M average
Assets Under Management
$25.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $6.0M2.00%
$6.0M - $10.0M1.75%
$10M+1.75%

Fees are negotiable for assets over $10 million for Equity/Balanced accounts. For Fixed Income accounts: - First $2 million: 0.50% - Next $2 million: 0.40% - Next $2 million: 0.30% - Above $6 million: Negotiable

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Bainbridge Island, WA

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History

Regulatory History (1)
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Criminal
May 2016
Pending Charge
Employment History
Current Registrations
Seattle Asset Management, INC.
August 1994 - Present · 31 yrs 9 mos
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.