Clarissa Candelario is a registered investment advisor at Private Asset Management INC, based in Kirkland, WA, with 19 years of industry experience. Clarissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 79 clients with $110M 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 $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.35% |
Fees are negotiable for accounts over $20 million.
Fee Estimator
Location
4040 Lake Washington Blvd Ne, #305, Kirkland, WA, 98033
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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 →Employment History
Current Registrations
Private Asset Management INC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
The Retirement Solution LLC
Hightower Securities, LLCBroker
Hightower Advisors, LLC
Coldstream Securities, INC.Broker
Coldstream Wealth Management
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial CorporationBroker
Sagepoint Financial, INC.Broker
World Group Securities, INC.Broker
First Tennessee Brokerage, INC.Broker
Charles Schwab & CO., INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Salomon Smith Barney INC.Broker
State Registrations1 state
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.