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Krystal Oien

3 Years of Experience
Bainbridge Island, WA

Krystal Oien is a registered investment advisor at Brackenwood Capital Management, LLC, based in Bainbridge Island, WA, with 3 years of industry experience. Krystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
86 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$126.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.85%
$1M+0.60%

Fees may be negotiable on a client-by-client basis.

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

175 Parfitt Way Sw, #N220, Bainbridge Island, WA, 98110

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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.

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Employment History
Current Registrations
Brackenwood Capital Management, LLC
February 2023 - Present · 3 yrs 3 mos
Rogowski Wealth Management LLC
September 2022 - Present · 3 yrs 8 mos
State Registrations1 state
WA
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.