Sumiko Taku
Sumiko Taku is a registered investment advisor at Blue Ridge Investments LLC, based in Mountlake Terrace, WA, with 3 years of industry experience. Sumiko 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, and 1 more. Their firm serves 3 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Fees may be negotiable. Performance-based fees are also charged to qualified clients.
Fee Estimator
Location
Mountlake Terrace, WA
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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 ActivitiesSells Insurance
Sumiko is a full owner of Sunset Hill LLC, through which she works as an insurance agent, conducts business consulting, and plans to participate as a general partner of real estate operating companies. She also manages Sunset Hill Capital LLC as a holding company for residential properties and has a real estate broker's license, dedicating minimal time to this activity.
Employment History
Current Registrations
Blue Ridge Investments 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.