| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
2832 South Meridian, Suite 201, Puyallup, WA, 98373
Get directionsNo 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 →Frank is a licensed insurance agent selling non-variable insurance products since 2006. He also owns a commercial rental real estate building, is a trustee, prepares taxes, runs a referral program for tax preparation, and owns a holding company.