Danielle Blanchard
Danielle Blanchard is a CFA-designated registered investment advisor at Zevenbergen Capital Investments LLC, based in Edmonds, WA, with 11 years of industry experience. Danielle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 334 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees for assets over $25 million are negotiable. The standard minimum account size for wealth management clients is $5 million, though the firm reserves the right to accept smaller accounts.
Fee Estimator
Location
326 Admiral Way, Suite 200, Edmonds, WA, 98020-7261
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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
Danielle is an advisory committee member for the University of Washington Board of Regents, advising on potential divestment of securities held by the University Endowment Fund. This activity requires minimal time.
Employment History
Current Registrations
Zevenbergen Capital Investments LLC
State Registrations1 state
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.
Exams
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