Bryan Knutson is a CFP-designated registered investment advisor at South Cove Financial, LLC, based in Seattle, WA, with 15 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 237 clients with $150M 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 | 1.55% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.30% |
Fees are negotiable and accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Seattle, 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 →Employment History
Current Registrations
South Cove Financial, LLC
Previous Registrations
Cutler Investment Counsel, LLC
Pacific Portfolio Consulting, LLC
Laird Norton Tyee Asset Strategies, LLC
Morgan Stanley
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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