Kailee Aparicio is a registered investment advisor at Johnson Bixby, based in Vancouver, WA, with 2 years of industry experience. Kailee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 755 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
275 West Third Street, Suite 600, Vancouver, WA, 98660
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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.
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Kailee works full-time as a Registered Investment Advisor (RIA) at Johnson Bixby & Associates, LLC, with most of her time spent during trading hours.
Employment History
Current Registrations
Johnson Bixby
Private Client Services, LLCBroker
State Registrations1 state
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