Stacee Kratovil is a CFP-designated registered investment advisor at Parcion Private Wealth LLC, based in Bellevue, WA, with 4 years of industry experience. Stacee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 165 clients with $3B 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 | 1.50% |
Parcion Private Wealth charges an annual fee ranging from 0.60% to 1.50% depending on portfolio size and composition. All fees are negotiable.
Fee Estimator
Location
11980 NE 24th St, Suite 210, Bellevue, WA, 98005
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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 Activities
Stacee is on the Advisory Board for the College of Business at Washington State University since 2017. She spends minimal time on this activity.
Employment History
Current Registrations
Parcion Private Wealth LLC
State Registrations1 state
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
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