John Phillip Morbeck

First Washington Corporation

21 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthBusiness OwnersCharitable Giving

First Washington Corporation

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

31 clients

Average Client Portfolio

$13.8M average

Assets Under Management

$427.5M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $10.0M	1.00%
$10M+	1.00%

Fees negotiable for accounts over $10,000,000.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

601 Union Street, Suite 3701, Seattle, WA, 98101

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

First Washington Corporation

October 2005 - Present · 20 yrs 4 mos

Previous Registrations

Linfor Capital Management, LLC

February 2003 - June 2004 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.