Thomas Bailey is a registered investment advisor at Broadview Wealth Management, LLC, based in Kirkland, WA, with 11 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 70 clients with $120M 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 $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fee schedule excludes retirement plan assets (e.g., 401K plans) and education savings plan assets (e.g., 529 plans) and variable life insurance plans.
Fee Estimator
Location
Kirkland, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Broadview Wealth Management, LLC
State Registrations2 states
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