611 Columbia Street NW, 2D
Olympia, WA 98501
TELEPHONE - (360) 338-0645
WHAT & HOW OFTEN?
- A full-service financial planning and investment management relationship
- Advisor leads the financial planning and investment management relationship
- Advisor provides analysis, reports, and regular communication with client; makes trades as needed
WHO REQUESTS THIS SERVICE?
- Those who prefer that an Advisor manage their investments
- Those who either do not desire to follow markets or simply do not have the time
COST
- Billed as a percentage of assets managed.
- Our fees range from 1.00% of assets managed down to as low as 0.20% and are extremely competitive.
- We don’t “graduate” our pricing whereas many firms do (e.g. 1.5% on the first $250,000, 1.25% on the next $250,000, 1.00% on the next $500,000, etc.). This can result in several thousand dollars in savings per year.
