Drake Dunlap is a registered investment advisor at Wealth Advisors Nw, based in Portland, OR. Drake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 2 more. Their firm serves 304 clients with $350M 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 $600K | 1.00% |
| $600K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Clients under the $600,000 account minimum pay an annual flat fee of $6,000 which includes financial planning. Fees may be negotiated or waived at the firm's discretion.
Fee Estimator
Location
9400 SW Barnes Rd., Suite 309, Portland, OR, 97225
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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
Wealth Advisors Nw
State Registrations5 states
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
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