Ufuk Ince is a CFA-designated registered investment advisor at Robertson Stephens, based in Bellevue, WA, with 12 years of industry experience. Ufuk is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,295 clients with $8.8B 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 | 2.00% |
Fees are negotiable and typically range from 0.10% to 2.00% based on the size and complexity of the services required. Clients may also negotiate an annual fixed fee.
Fee Estimator
Location
10500 NE 8th St Ste 1550, Bellevue, WA, 98004
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Regulatory History (1)
Judgment / Lien
May 2025Employment History
Current Registrations
Robertson Stephens
Robertson Stephens Capital Markets, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Harbor Asset Management, INC.
Turquoise Financial Advisory
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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