Bryant Engebretson
Bryant Engebretson is a CFP, ChFC-designated registered investment advisor at Tradewinds Capital Management, LLC, based in Bellingham, WA, with 20 years of industry experience. Bryant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,419 clients with $600M 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 $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Alternative fee schedules exist for annuity contracts (0.75%), 501(c)(3) charities (0.50%), and extended family members of advisors (0.50%).
Fee Estimator
Location
2211 Rimland Drive, Suite 401, Bellingham, WA, 98226
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Employment History
Current Registrations
Tradewinds Capital Management, LLC
Previous Registrations
Edward Jones
State Registrations2 states
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