MF
MF

Mie Field

4 Years of Experience
Bothell, WA

Mie Field is a registered investment advisor at Bull Harbor Capital LLC., based in Bothell, WA, with 4 years of industry experience. Mie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
912 clients
Average Client Portfolio
$377K average
Assets Under Management
$344.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.70%
$5.0M - $10.0M1.40%
$10.0M - $20.0M1.10%
$20M+0.80%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Bothell, WA

Get directions

History

Regulatory History
Clean regulatory record

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

Mie receives profits from a children's book and is the vice chair of the Women in Bio-Sponsorship Committee. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Bull Harbor Capital LLC.
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Park Avenue Securities LLC
April 2022 - August 2023 · 1 yr 4 mos
Park Avenue Securities LLCBroker
November 2021 - August 2023 · 1 yr 9 mos
State Registrations3 states
MDORWA
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.
Mie Field - Financial Advisor | TrueAdvisor