Natalie Holm is a CFA-designated registered investment advisor at The Caprock Group, LLC, based in Mercer Island, WA, with 23 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 4 more. Their firm serves 436 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is generally no greater than 1% of assets under management. Fees are negotiable based on client requirements and complexity. Fixed retainer fees may be charged in special arrangements.
Fee Estimator
Location
7525 Southeast 24th Street, Suite 640, Mercer Island, WA, 98040
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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
The Caprock Group, LLC
Previous Registrations
Laird Norton Tyee Asset Strategies, LLC
State Registrations1 state
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
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