Amanda Chang is a registered investment advisor at Adele Brady Bolson CPA Ps, based in Bellevue, WA, with 20 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 1% of the account balance for clients who choose to be billed a flat quarterly amount and maintain accounts at Schwab Institutional, listing Adele Brady Bolson CPA PS as investment advisor. Fees may be negotiable.
Fee Estimator
Location
11820 Northup Way #101, Bellevue, WA, 98005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Adele Brady Bolson CPA Ps
State Registrations1 state
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