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John Wilbourne

Occidental Asset Management, LLC
27 Years of Experience
Bellevue, WA
1 Disclosure
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John Wilbourne is a registered investment advisor at Occidental Asset Management, LLC, based in Bellevue, WA, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 908 clients with $1.1B in assets under management.

Occidental Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
908 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K1.50%
$200K - $700K1.25%
$700K - $1.2M1.15%
$1.2M - $2.2M1.10%
$2.2M - $3.2M1.00%
$3.2M+0.75%

Management fees are charged quarterly in advance and are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

35 100th Ave NE, Bellevue, WA, 98004

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History

Regulatory History (1)
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Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Occidental Asset Management, LLC
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Private Advisor Group, LLC
February 2014 - May 2016 · 2 yrs 3 mos
Washington Wealth Management
November 2012 - March 2014 · 1 yr 4 mos
Wells Fargo Advisors, LLC
January 2011 - November 2012 · 1 yr 10 mos
Wells Fargo Investments, LLC
July 2004 - January 2011 · 6 yrs 6 mos
Fahnestock Asset Management
January 2003 - July 2004 · 1 yr 6 mos
Cibc World Markets CORP.
September 1998 - January 2003 · 4 yrs 4 mos
State Registrations3 states
CATXWA
Advisor

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
No exam information available for this advisor.
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