Colin Dresser is a registered investment advisor at Moss Bay Capital, based in Kirkland, WA, with 7 years of industry experience. Colin 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 7 clients with $8.8M 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 |
|---|---|
| Any | 1.00% |
Fees are negotiable with each SMA client.
Fee Estimator
Location
137 7th Ave W, Suite 202, Kirkland, WA, 98033
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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.
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Colin is a full-time employee at Sea Port Products Corporation, a wholesale seafood import/export company, where he serves as Sales and Financial Director since 2016. This takes about 70% of Colin's time and occurs during securities trading hours.
Employment History
Current Registrations
Moss Bay Capital
State Registrations1 state
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