JW
JW
John Wilbourne is a registered investment advisor at Occidental Asset Management, LLC, based in Bellevue, WA, with 32 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 908 clients with $1.1B in assets under management.
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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $700K | 1.25% |
| $700K - $1.2M | 1.15% |
| $1.2M - $2.2M | 1.10% |
| $2.2M - $3.2M | 1.00% |
| $3.2M - $25.0M | 0.75% |
| $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
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Location
35 100th Ave NE, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2008Settled
Employment History
Current Registrations
Occidental Asset Management, LLC
May 2016 - Present · 9 yrs 11 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
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.