Griffiths, Dreher & Evans, P.S., CPAs operates as both a registered investment advisor and a licensed certified public accounting firm based in Spokane Valley, Washington. The firm focuses primarily on business owners, retired entrepreneurs, and high net worth individuals whose financial situations require coordinated management of both personal and business affairs. Because the principals and advisors are Certified Public Accountants, the firm bridges investment strategy with accounting insights. Griffiths, Dreher & Evans, P.S., CPAs builds personalized written investment plans, evaluates existing holdings, creates asset transition strategies, and manages portfolios on a discretionary basis using a mix of exchange-traded funds and mutual funds. The firm relies on global diversification, asset class investing, and modern portfolio theory to construct efficient portfolios while keeping turnover and costs low. In addition to managing investments, the firm provides separate accounting and tax services. Griffiths, Dreher & Evans, P.S., CPAs does not charge performance-based fees and does not participate in bundled wrap fee programs, requiring clients to hold their accounts at Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Accounts are aggregated before performing the calculation. Fees may be negotiable or waived in special circumstances or when complexities exist.