| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
2832 South Meridian, Suite 201, Puyallup, WA, 98373
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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 →Thomas is the treasurer of the Kiwanis Club of Puyallup Foundation board and owner of TJB Advisory LLC, a holding company. He also owns Elite Bowman Properties LLC, a rental property business.