Paul Murk is a CFP-designated registered investment advisor at Sequoia Planning & Investments LLC, based in La Conner, WA, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $160M 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 $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
La Conner, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sequoia Planning & Investments LLC
State Registrations1 state
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