Kailee Aparicio is a CFP-designated registered investment advisor at Johnson Bixby, based in Vancouver, WA, with 2 years of industry experience. Kailee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 777 clients with $930M 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% |
Fees vary and are negotiable, with a maximum annual rate of 1.50%.
Fee Estimator
Location
275 West Third Street, Suite 600, Vancouver, WA, 98660
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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
Kailee works full-time as a Registered Investment Advisor (RIA) at Johnson Bixby & Associates, LLC, with most of her time spent during trading hours.
Employment History
Current Registrations
Johnson Bixby
Private Client Services, LLCBroker
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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