Edward Labanara

31 Years of Experience

Bainbridge Island, WA

1 Disclosure

Edward Labanara is a registered investment advisor at Seattle Asset Management, INC., based in Bainbridge Island, WA, with 31 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $26M in assets under management.

Seattle Asset Management, INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

5 clients

Average Client Portfolio

$5.2M average

Assets Under Management

$25.9M

Fee Structure

Minimum Investment:None

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $6.0M	2.00%
$6.0M - $10.0M	1.75%
$10M+	1.75%

Fees are negotiable for assets over $10 million for Equity/Balanced accounts. For Fixed Income accounts: - First $2 million: 0.50% - Next $2 million: 0.40% - Next $2 million: 0.30% - Above $6 million: Negotiable

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

Bainbridge Island, WA

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History

Regulatory History (1)

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Criminal

May 2016

Pending Charge

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Employment History

Current Registrations

Seattle Asset Management, INC.

August 1994 - Present · 31 yrs 9 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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