Seattle Wealth Management is a registered investment advisor located in Seattle, Washington, founded in 2014. The firm provides personalized investment management and financial planning services coordinated with each client's individual goals. Seattle Wealth Management uses broadly diversified portfolios and a systematic investment strategy, primarily utilizing mutual funds, exchange-traded funds, individual stocks, and bonds. The firm follows strict legal standards to act in clients' best interests. Services cover retirement planning, tax planning, estate planning, college savings, debt reduction, risk management, and philanthropic planning. Seattle Wealth Management has no set account minimum.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.8% to 1.0% of assets under management depending on portfolio size, composition, strategies, and client needs. Fees are negotiable and there is no set account minimum.