Shawn Willard is a registered investment advisor at Orca Investment Management, LLC, based in Lake Oswego, OR, with 18 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 364 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Orca's fees are based on the value of your portfolio and are negotiable. The fees generally range from 1.25% down to 0%. Fees are paid quarterly in advance. For some legacy clients, Orca has arranged a quarterly fixed fee in lieu of the management fee based on assets under management.
Location
6 Centerpointe Drive, Suite 300, Lake Oswego, OR, 97035
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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
Orca Investment Management, LLC
Previous Registrations
Rubicon Global Asset Management, LLC
State Registrations2 states
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