Levi Zurbrugg is a CFA-designated registered investment advisor at Saturna Capital Corporation, based in Bellingham, WA, with 6 years of industry experience. Levi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 91 clients with $8.6B 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 $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual advisory fee is $2,500 plus the tiered percentage. Minimum quarterly fee of $1,250 (minimum $5,000 annually). Accounts with less than $1 million are limited to holding only equities and mutual funds.
Fee Estimator
Location
1300 N State St., Bellingham, WA, 98225-4730
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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 →Other Business Activities
Levi provides administrative assistance to the Bellingham Yoga Collective (BYC), owned by his wife, since 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Saturna Capital Corporation
Saturna Brokerage Services, INCBroker
State Registrations2 states
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.