Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
589 clients
Average Client Portfolio
$446K average
Assets Under Management
$262.8M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.5M0.85%
$2.5M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.25%
$25M+0.15%

Fees are negotiable.

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

Location

6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208

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 →
Employment History
Current Registrations
Columbia Advisory Partners, LLC
August 2021 - Present · 4 yrs 6 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.