Alyse Clark
Alyse Clark is a registered investment advisor at Northshore Wealth Management, based in Bothell, WA, with 17 years of industry experience. Alyse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $600K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients may pay a performance-based fee of 10% of capital appreciation in addition to 0% of assets under management.
Fee Estimator
Location
Bothell, WA
Get directionsHistory
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 ActivitiesSells Insurance
Alyse sells non-variable insurance through WSECU Insurance Services, dedicating about 10-20% of her time. She also writes books about personal finance, spending a few hours per week on this activity.
Employment History
Current Registrations
Northshore Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment CorporationBroker
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.