How firms in Washington charge for their services, based on Form ADV disclosures.
Percentage of AUM380 firms · 42%
Subscription fees222 firms · 25%
Hourly charges172 firms · 19%
Performance-based fees64 firms · 7%
Other: REFERRAL FEES3 firms · 0%
Other: % OF REVENUE/INTRACOMPANY AGRMTS2 firms · 0%
Other: NEGOTIATED FEES2 firms · 0%
Other: BUDGETED MANAGEMENT FEE1 firms · 0%
Other: BUNDLED/WRAP ACCOUNT FEES;1 firms · 0%
Other: EDUCATION ONLY SERVICE TO 401K PLANS1 firms · 0%
Other: FEES ARE NEGOTIATED AND CUSTOMIZED.1 firms · 0%
Other: INVESTMENT PLATFORM FEES1 firms · 0%
Other: MODEL-ONLY PORTFOLIO1 firms · 0%
Other: MORTGAGE LOAN & SERVICING FEES1 firms · 0%
Other: NEGOTIATED FEES FOR AD HOC UNSOLICITED INVESTMENT ADVICE1 firms · 0%
Other: NEGOTIATED FEES FOR RISKPRO1 firms · 0%
Other: NEGOTIATED MANAGEMENT FEE1 firms · 0%
Other: NET WORTH BASED PERCENTAGE OF VALUE1 firms · 0%
Other: NON-VARIABLE LIFE INSURANCE AND LONG TERM CARE INSURANCE1 firms · 0%
Other: % OF ASSETS UNDER ADVISEMENT1 firms · 0%
Other: % OF CONSULTING ASSETS UNDER ASSIGNMENT1 firms · 0%
Other: % OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS1 firms · 0%
Other: % OF REVENUE/INTRACOMPANY AGRMTS AND % OF ASSETS/ADVSMT1 firms · 0%
Other: PERCENTAGE OF SOLICITED CLIENTS' FEES1 firms · 0%
Other: PERFORMANCE ALLOCATION1 firms · 0%
Other: PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH1 firms · 0%
Other: PLUS A VARIABLE FEE ON AVG DAILY NOTIONAL OF FUT/CUR.1 firms · 0%
Other: PORTFOLIO COMPANY CONSULTING FEES1 firms · 0%
Other: PROJECT BY PROJECT BASIS1 firms · 0%
Other: PROVIDER FEES1 firms · 0%
Other: REFERRAL FEE1 firms · 0%
Other: REFERRAL FEES FROM RIAS1 firms · 0%
Other: SERVICING FEES FOR DEBT RECOVERY SERVICES.1 firms · 0%
Other: SOLICITATION FEES1 firms · 0%
Other: SOLICITATION OR REFERRAL FEES1 firms · 0%
Other: SOME ARE FREE1 firms · 0%
Other: SUBSCRIPTION FEES FOR PERSONALIZED FINANCIAL PLANNING SERVICES1 firms · 0%
Other: THIRD PARTY ADVISORY FEES1 firms · 0%
Other: SUBADVISORY SERVICES1 firms · 0%
Other: $2000/YR MIN FEE FOR CLIENTS ESTD AFTER 4/1/02.(NEGOTIABLE)1 firms · 0%
Other: ADDITIONAL INFO ON FEES CHARGED BY ADVISOR IN FORM ADV PART 21 firms · 0%
Other: ADMINISTRATION FEE1 firms · 0%
Other: ANNUAL $450 FEE FROM INS CO AFFILIATE1 firms · 0%
Other: A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW1 firms · 0%
Other: ASSET BASED FEE FOR PORTFOLIO ADVICE1 firms · 0%