Calvert Blethen is a registered investment advisor at RBC Capital Markets, LLC, based in Yakima, WA, with 12 years of industry experience. Calvert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
917 Triple Crown Way, Suite 200, Yakima, WA, 98908-2457
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Calvert serves on the board of directors for Yakima Herald-Republic and Walla-Walla Union Bulletin, dedicating minimal time to each. He also owns rental property and is on the board of directors for Yakima Rotary Club, spending minimal time on each of these activities as well.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations19 states
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