Luther Hodges is a registered investment advisor at Waycross Investment Management CO, based in Bellingham, WA, with 13 years of industry experience. Luther operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 160 clients with $250M 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 - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable at Waycross's sole discretion. All clients do not pay the same fee.
Fee Estimator
Location
119 N, Commercial St. Suite 191, Bellingham, WA, 98225
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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 Activities
Since 2000, Luther has been an associate professor at Western Washington University. This activity is not investment related and takes up less than half of his business hours.
Employment History
Current Registrations
Waycross Investment Management CO
State Registrations1 state
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