William Robbins
William Robbins is a CFP-designated registered investment advisor at Pacific Horizon Investment Management LLC, based in Seattle, WA, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $81M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees are generally not negotiable, but may be depending on the client's needs and complexity of the situation. Individual bond balances do not count towards equity and balanced breakpoints. Fixed income individual bond fees: $500,000 - $1,000,000: 0.60% per year; $1,000,001 - $2,000,000: 0.40% per year; $2,000,001 - $5,000,000: 0.25% per year; $5,000,001 +: Negotiable
Fee Estimator
Location
500 Union Street, Ste 835, Seattle, WA, 98101-4111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
William assists Creative Divorce Solutions, LLC, owned by Patricia Elmer, with administrative and client service tasks. This takes a few hours per week.
Employment History
Current Registrations
Pacific Horizon Investment Management LLC
State Registrations1 state
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