Interchange Advisers LLC is a registered investment advisor based in Vancouver, Washington, that provides portfolio management services on a non-discretionary basis. This means Interchange Advisers must obtain your approval before making any trades in your account. The firm primarily recommends exchange-traded funds and mutual funds, tailoring allocations based on your goals, risk tolerance, and time horizon. Interchange Advisers uses asset allocation, quantitative and qualitative analysis, and model portfolios to manage investments. The firm has ties to a broker-dealer, Interchange Clearing LLC, where client assets are typically custodied. Interchange Advisers does not offer comprehensive financial planning as a separate or bundled service, focusing instead on investment portfolio management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees generally range from 0.30% to 1.50% of assets under management. Fees are negotiable based on account size, anticipated future assets, and other factors.