Tassie Medlin
Tassie Medlin is a CFP-designated registered investment advisor at Empirical Wealth Management, based in Bellevue, WA, with 11 years of industry experience. Tassie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,132 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Empirical Wealth Management charges a percentage of your assets under management. The specific rate is established in your agreement and may be negotiable. Fees are due at the beginning of each calendar quarter and are deducted from your account. Clients in the wrap fee program pay a comprehensive fee covering portfolio management, brokerage, and custodial services.
Location
11100 NE 8th Street, Suite 820, Bellevue, WA, 98004
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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 ActivitiesSells Insurance
Tassie is an affiliated insurance producer with Empirical Insurance, LLC, providing insurance planning services since 2020. Tassie dedicates minimal time to this activity, recommending life, disability, and long-term care insurance products.
Employment History
Current Registrations
Empirical Wealth Management
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations2 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.