Denise Downey is a CFP-designated registered investment advisor at Financial Trex, LLC, based in Spokane, WA, with 17 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.55% |
Annual fees are negotiable. FT also refers clients to Betterment, LLC for investment advisory services. The annual fees are: $0 - $500,000: 0.60%, $500,001 - $1,000,000: 0.50%, $1,000,001 and Above: 0.40%. Betterment charges 0.15% for its portion of the advisory fee.
Fee Estimator
Contact
Denise Downey
Location
Spokane, WA
Get directionsHistory
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
Financial Trex, LLC
Previous Registrations
Strategic Advisers, INC.
State Registrations2 states
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.