EK
EK

Ethyn Killinger

2 Years of Experience
Spokane, WA

Ethyn Killinger is a registered investment advisor at Northern Capital Management, INC., based in Spokane, WA, with 2 years of industry experience. Ethyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 732 clients with $530M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
732 clients
Average Client Portfolio
$720K average
Assets Under Management
$526.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.75%

Standard individual fee schedule. Fixed annuities charged at 0.5%. Pure preservation objective charged at 0.5% on first $500k and 0% thereafter. Cash-only objective is free. 529 age-based plans are free, static 529 plans charged at 0.5%. Washington State Medical Association members receive discounted rates (0.9% up to $3M, 0.675% thereafter). Non-standard fee schedules are negotiable.

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

2700 South Southeast Boulevard, Suite 205, Spokane, WA, 99223-4984

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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
Northern Capital Retirement Services, INC.
August 2024 - Present · 2 yrs 2 mos
Northern Capital Management, INC.
August 2024 - Present · 2 yrs 2 mos
State Registrations2 states
TXWA
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.
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