Leigh Washington is a registered investment advisor at Capital Planning, LLC, based in Marysville, WA, with 1 years of industry experience. Leigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 296 clients with $620M 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 $1.0M | 1.08% |
| $1.0M - $5.0M | 0.93% |
| $5M+ | 0.64% |
Schedule reflects Investment Management Services using proprietary models. Third-party model fees are slightly lower (1.00% down to 0.575%). Wealth management services including planning have separate higher schedules (1.33% down to 0.65%). Fees may be negotiable for larger relationships or related accounts.
Fee Estimator
Location
Marysville, 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 →Employment History
Current Registrations
Capital Planning, LLC
State Registrations2 states
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Exams
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