Anita Gray is a CFP-designated registered investment advisor at Promenade Wealth, based in North Bend, WA, with 15 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 42 clients with $80M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Standard fee schedule can be discounted for legacy clients. Total fees collected will not exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
North Bend, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Promenade Wealth
Previous Registrations
Northwest Asset Management
Vestory, LLC
Private Client Services, LLCBroker
Trutina Financial
Empirical Wealth Management
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.