Peter Cline is a CFP-designated registered investment advisor at Auxano Advisors, based in Bellevue, WA, with 31 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 724 clients with $1.8B 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 | 1.25% |
| $1M+ | 1.00% |
Fees start at 1.25% for accounts under $1 million and 1.00% for accounts of $1 million or more, and decline thereafter based on the amount managed. Fees and account minimums are negotiable based on aggregate related portfolio size and pre-existing relationships.
Fee Estimator
Location
10900 NE 4th Street, Suite 1950, Bellevue, WA, 98004
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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
Peter is the president of BridgeHead Foundation, a private foundation, since 2016. He spends minimal time administering the organization and making grants to charities.
Employment History
Current Registrations
Auxano Advisors
Previous Registrations
Raymond James Financial Services
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.
Exams
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