Ted Sealey is a registered investment advisor at Northwest Income Investments, INC, based in Bellingham, WA, with 18 years of industry experience. Ted operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.13% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.63% |
| $2M+ | 0.63% |
Fees are for balanced accounts. Fixed income accounts have a different fee schedule: First $100,000: 1.125%, Next $400,000: 0.85%, Next $500,000: 0.625%, Next $1,000,000: 0.45%. Fees may be negotiable.
Fee Estimator
Location
Bellingham, 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 →Other Business Activities
Ted works part-time as a budget coordinator at Western Washington University, working approximately 80 hours per week. He maintains and defends budgets for the university.
Employment History
Current Registrations
Northwest Income Investments, INC
State Registrations1 state
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