Elise Williams is a registered investment advisor at Baring Financial LLC, based in Bellingham, WA, with 3 years of industry experience. Elise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 483 clients with $210M 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 | 1.20% |
Maximum annual fee is 1.3%, but clients using Charles Schwab pay no more than 1.2%. Fees are negotiable.
Fee Estimator
Location
1310 10th St, Suite 101, Bellingham, WA, 98225
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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
Elise has been employed as a full-time tax accountant with Logan Danson, LLC since 2021, a sister company to Baring Financial.
Employment History
Current Registrations
Baring Financial 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.