TrueAdvisor
TrueAdvisor
JW
JW

John Christian Wilbourne

Occidental Asset Management, LLC
32 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Occidental Asset Management, LLC
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
540 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$796.1M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200K1.50%
$200K - $700K1.25%
$700K - $1.2M1.15%
$1.2M - $2.2M1.10%
$2.2M - $3.2M1.00%
$3.2M - $25.0M0.75%
$25M+0.75%

Management Fees will be negotiable in the sole and absolute discretion of the Advisor.

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

Location

35 100th Ave NE, Bellevue, WA, 98004

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Occidental Asset Management, LLC
May 2016 - Present · 9 yrs 9 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
LPL Financial LLCBroker
November 2012 - May 2016 · 3 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2011 - November 2012 · 1 yr 10 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
Wells Fargo Investments, LLCBroker
July 2004 - January 2011 · 6 yrs 6 mos
Fahnestock Asset Management
January 2003 - July 2004 · 1 yr 6 mos
Oppenheimer & CO. INC.Broker
January 2003 - July 2004 · 1 yr 6 mos
Cibc World Markets CORP.
September 1998 - January 2003 · 4 yrs 4 mos
Cibc World Markets CORP.Broker
September 1998 - January 2003 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - September 1998 · 4 yrs 9 mos
State Registrations3 states
CATXWA
Advisor
Exams
No exam information available for this advisor.