Bentley Makkar is a ChFC-designated registered investment advisor at Get Rich Slowly LLC, based in Bellevue, WA, with 2 years of industry experience. Bentley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.10% |
| $1M+ | 0.05% |
Portfolio management services require concurrent selection of the flat-fee subscription (retainer fees) option for advisory services. Fees for optional add-on portfolio management services are billed separately from, and in addition to, fees for advisory services.
Fee Estimator
Location
Bellevue, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Get Rich Slowly LLC
State Registrations1 state
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