Lettie Sihota is a registered investment advisor at Capstone RIA, based in Sumas, WA, with 7 years of industry experience. Lettie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 262 clients with $240M 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 $4.0M | 1.00% |
| $4M+ | 0.80% |
For standard services. Enhanced services clients pay between 1.0%-3.0% per annum. When advising clients who participate in employee benefit plans held away from Schwab, Capstone will utilize extended services and will charge the client up to 3.00% of the Clients total assets under management annually. Fees may be negotiable.
Fee Estimator
Location
Sumas, WA
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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.
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Lettie is a board member of GHawk Foundation, a manager at Tarsem Farms LLC (her husband's business), and an owner/member of LE Vigoren Consulting LLC (full-time). She also serves as a notary public for her clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Capstone RIA
Previous Registrations
Capstone Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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.