Rebecca Miles is a CFP-designated registered investment advisor at Lnw, based in Seattle, WA, with 11 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,163 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Laird Norton Wetherby Wealth Management's annual fees typically range between 0.90% and 0.30% of the total assets they manage. The fees may be subject to an annual minimum or adjustment. The factors used to determine the fee include the historical nature of the client relationship, the number of accounts and entities, portfolio and financial complexity, unique client circumstances, the variety and scope of services provided, and the location of the advisory team. Fee arrangements, schedules, and account minimums are negotiable.
Location
801 Second Avenue, Suite 1600, Seattle, WA, 98104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lnw
Previous Registrations
Lnw
Highland Private Wealth Management
Snw Asset Management, LLC
Northwestern Mutual Investment Services,llc
State Registrations1 state
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