Wayne Best is a registered investment advisor at Tamalpais Asset Management, based in La Conner, WA, with 25 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 264 clients with $260M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are calculated on the prior period's ending portfolio value and billed quarterly in advance.
Fee Estimator
Location
La Conner, WA
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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 →Other Business Activities
Wayne owns Align Financial Services, which is compensated based on assets under management at Tamalpais Asset Management. He also receives rental property income from a property in Park City, UT.
Employment History
Current Registrations
Tamalpais Asset Management
Previous Registrations
Marin Wealth Advisors LLC
Marin Wealth Advisors LLC
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.
Exams
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