Threadline Wealth is a registered investment advisor headquartered in Bellevue, Washington. The firm offers comprehensive wealth management, investment advisory, financial planning, and investment consulting services to individuals, families, business owners, trusts, foundations, and institutional clients. Threadline Wealth builds diversified portfolios using mutual funds, exchange-traded funds, fixed income securities, separately managed accounts, cash, and—for eligible clients—private funds and alternative investments. The firm manages most client portfolios with the authority to make trades without asking first, tailoring strategies to each client's specific financial situation, risk tolerance, and goals. In addition to investment management, Threadline Wealth provides guidance on estate and legacy planning, retirement, cash flow, insurance analysis, charitable giving, and business planning. The firm also offers investment consulting services where it acts as an advisor and facilitator without taking direct trading authority.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Threadline Wealth reserves the right to negotiate fees based on factors including account size, complexity, and anticipated future assets. Institutional clients have a separate fee schedule.