Seattle Wealth Management offers financial planning and investment advice tailored to individual client goals. The firm uses broadly diversified portfolios and a systematic investment strategy, adhering to fiduciary standards. They help clients integrate investments across various accounts and monitor investments, providing ongoing advice. Seattle Wealth Management has authority to make trades without asking first, unless the client sets restrictions.
Assets Under Management$130M
Clients100
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$66M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees charged vary between 0.8 and 1% of assets under management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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