Leigh Washington is a registered investment advisor at Capital Planning, LLC, based in Bellevue, 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 379 clients with $680M 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 | 1.33% |
| $1.0M - $5.0M | 1.08% |
| $5M+ | 0.65% |
Schedule is for Wealth Management Services (CPC Models). Fees may differ based on relationship size, family accounts, or personal acquaintances. Grandfathered fee schedules may also apply. Investment Management Services (CPC Models) fees are: First $1M: 1.08%, Next $1M to $5M: 0.93%, Amount over $5M: 0.635%. Variable Annuity Services: Fixed percentage between 0.65% to 1.33%.
Fee Estimator
Location
10900 NE 4th Street, Suite 2300, Bellevue, WA, 98004
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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
Capital Planning, LLC
State Registrations2 states
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