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Consilio Wealth Advisors, LLC

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Total assets under management

$458,020,929

Total clients

289

63% high-net worth

Total advisors

8

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

36

Average account size

$1,584,848

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fixed engagement fee up to $10,000; initial planning fee up to $6,000.

Percentage

$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001+: 0.35%

Other

Account minimum: $11,500 minimum annual fee Minimum fee: Minimum annual fee of $11,500 Fee-only: Financial planning services offered for fixed fees up to $10,000 per engagement; ongoing financial planning fees up to $25,000 paid quarterly; initial planning fee up to $6,000 for new clients.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Consilio Wealth Advisors, LLC

500 108 Th Avenue Ne, Suite 1100

Bellevue WA 98004, United States

Number of offices

3

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website (206) 533-3670

Advisors at this firm

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Matthew B

Series 63, Series 65

Bellevue, WA

Consilio Wealth Advisors, LLC
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Alexander D

Series 63, Series 65

Bellevue, WA

Consilio Wealth Advisors, LLC
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Carin S

CFP®, Series 66

Bellevue, WA

Consilio Wealth Advisors, LLC
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Spencer S

CFP®, Series 65

Spokane Valley, WA

Consilio Wealth Advisors, LLC
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Christopher K

CFP®, ChFC®, Series 63, Series 65

Bellevue, WA

Consilio Wealth Advisors, LLC
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Hao D

Series 66

Antelope, CA

Consilio Wealth Advisors, LLC
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Angela P

CFP®, Series 66

Cowlesville, NY

Consilio Wealth Advisors, LLC
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