How to Contact Me
Salem Oregon Office Number: (503) 363-1550
Salem Oregon Fax Number: (503) 363-7462
Wilsonville Oregon Office Number: (503) 570-8727
Address for Salem Oregon Office
187 High Street S.E.
Salem, Oregon 97301
Address for Wilsonville Oregon Office: (By appointment only)
28652 SW Costa Cir E.
Wilsonville, OR 97070
Hours of Operation
Saturday and Sunday: Closed
Monday – Friday: 8:30 am – 5:30 pm
If the times above do not work for you, please contact me and we can work out an alternative time to meet. Meetings can be either in-person or done remotely.
|Rate||Assets Under Management|
|1.00%||Between $125,000 and $750,000|
|.85%||Between $750,000 and $1,250,000|
|.80%||Between $1,250,000 and $1,750,000|
|.75%||Between $1,750,000 and $2,500,000|
|.70%||Between $2,500,000 and $3,250,000|
|.65%||Between $3,250,000 and $4,250,000|
A single rate is applied to the entire account. So a person with a $750,000.01 account pays less than a person with a $750,000 account. I will waive personal tax return fees for accounts over $1 million. For accounts that are above $5,250,000, we’ll need to discuss a custom rate.
Please set up a meeting today to find out more about how I can help you. Together we’ll work to create a better future for yourself and your family. You can also contact me through Facebook, LinkedIn, Twitter and Youtube. If you have a specific question, please send it to me through Facebook. I answer questions there all the time. I’m always happy to help.
Please consider downloading my free e-book. The book contains my thoughts on investment management and some information that I think everyone should know. You can also download it below.