Advisor at Filigree Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Filigree Wealth Advisors, LLC
Location
Sisters, OR
Credentials
CFP®
Industry experience
15 years
Flat fees may be charged for financial planning and consulting services; retainer will not exceed $1,200 if services cannot be rendered within 6 months.
$0+: 0.90% maximum annual fee for Investment Management service +: Combined maximum annual advisory fee (including third-party managers) not to exceed 1.5%
Maximum hourly fee is $500 for financial planning and consulting services.
Account minimum: $1,000,000
Filigree Wealth Advisors, LLC
2022 - Present (4 years)
Congress Wealth Management, LLC
2020 - 2022 (2 years)
Congress Wealth Management, LLC
2019 - 2020 (1 year)
Boston Private Wealth LLC
2016 - 2019 (3 years)
Dudley Foundation
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Sisters, OR
Edward Jones
Series 66
Sisters, OR
Edward Jones
Series 66
Sisters, OR
Browning Capital Management LLC
Series 65
Sisters, OR
Browning Capital Management LLC
Series 63, Series 65
Bend, OR
Integrated Advisors Network LLC
Series 63, Series 66
Sisters, OR
AE Wealth Management, LLC
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