Jeffrey Atkin is a registered investment advisor at Kunath Karren Rinne & Atkin LLC, based in Seattle, WA, with 38 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 72 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are for Equity and Balanced strategies. Fees are negotiable above $10 million for Equity and Balanced strategies. Fixed Income and Cash Management strategies have different fee schedules. Family Office strategy is 1.25% of assets managed with a minimum of $25 million.
Fee Estimator
Location
1000 Second Avenue, Suite 4000, Seattle, WA, 98104-1054
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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
Kunath Karren Rinne & Atkin LLC
State Registrations1 state
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