Vogt Wilkison is a registered investment advisor at Wilkison Investment Services, LLC, based in Snoqualmie, WA, with 28 years of industry experience. Vogt 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. Their firm serves 44 clients with $21M 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 $50K | 1.50% |
| $50K+ | 1.00% |
All fees are subject to negotiation. For clients with less than $50,000 in total assets managed, the quarterly fee is $75, which is $300 annually. This equates to 1.5% annually.
Fee Estimator
Location
Snoqualmie, WA
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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
Vogt has no other business activities to report.
Employment History
Current Registrations
Wilkison Investment Services, LLC
State Registrations1 state
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