AA
AA

Angela Ault

14 Years of Experience
Bainbridge Island, WA
Broker

Angela Ault is a registered investment advisor at Principal Asset Management, based in Bainbridge Island, WA, with 14 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 8,205 clients with $430B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
8,205 clients
Average Client Portfolio
$52.1M average
Assets Under Management
$427.7B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.60%
$50.0M - $100.0M0.55%
$100M+0.50%

Fees vary widely depending on the specific equity, fixed income, or alternative strategy chosen. The representative schedule shown reflects standard international equity or similar core strategies. Many strategies feature different tiers, minimum account sizes ranging from $10 million to $50 million, and negotiable rates for larger accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Bainbridge Island, WA

Get directions

History

Regulatory History
Clean regulatory record

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

Angela is an access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates.

Employment History
Current Registrations
Principal Asset Management
January 2022 - Present · 4 yrs 9 mos
Principal Funds Distributor, INC.Broker
January 2022 - Present · 4 yrs 9 mos
Principal Funds Distributor, INC.
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Principal Securities, INC.
October 2014 - January 2022 · 7 yrs 3 mos
Principal Securities, INC.Broker
October 2014 - January 2022 · 7 yrs 3 mos
Northwestern Mutual Investment Services,llc
July 2013 - October 2014 · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
June 2013 - October 2014 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
May 2012 - May 2013 · 1 yr
Securities America, INC.Broker
February 2012 - May 2012 · 3 mos
State Registrations1 state
WA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
Angela Ault - Financial Advisor | TrueAdvisor