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Bellevue Asset Management, LLC

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Client assets under management

$371,117,424

Clients

219

42% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

110

Very High

Average account size

$1,694,600

About

Bellevue Asset Management provides discretionary portfolio management and standalone financial planning to individuals (including high‑net‑worth clients), as well as pensions, trusts, estates, charitable organizations and business entities. The firm offers investment policy development, retirement and tax-aware planning, and other planning services alongside ongoing asset management.

It applies a cycle‑aware investment approach that emphasizes diversification, tax efficiency and use of lower‑cost instruments such as index ETFs, no‑load funds and individual securities, with daily monitoring and monthly portfolio reviews. The firm also uses option‑writing strategies (including covered and uncovered options) and provides rollover recommendations while sometimes taking an educational approach to plan rollover decisions.

Operating with a two‑principal ownership structure, each principal holding a substantial stake, Bellevue manages roughly $394 million across about 220 client relationships, a scale that results in relatively high assets per advisor for a small team. The firm is fee‑only, maintains an institutional custodial relationship that provides operational and research services, and is deemed to have custody of one client account subject to an independent surprise examination under SEC rules.

Client services

Financial planning Portfolio management

Expertise

Income planning Equity compensation tax strategy Cash flow / budgeting

Fee options

Fixed

Fixed fee financial planning projects with retainer equal to one-half of the fixed fee; balance billed monthly until completion.

Percentage

$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%

Project-based

$200 per hour for financial planning services

Other

Fee-only: Bellevue Asset Management is a fee-only advisor and does not receive compensation from sales of securities or investment products.

Main office location

Bellevue Asset Management, LLC

11400 Se 8 Th Street, Suite 270

Bellevue WA 98004, United States

Number of offices

1

Most active in

More info

California · Oregon · Texas · Washington

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

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

Quick links

Website 425-289-1041

Advisors at this firm

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user avatar

Jill M

Series 63, Series 65

Bellevue, WA

Bellevue Asset Management, LLC

Jill Mcvey is a financial advisor at Bellevue Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bellevue Asset Management since 2004. Bellevue Asset Management provides discretionary portfolio management and standalone financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, estates, charitable organizations, and business entities. The firm employs a cycle-aware investment approach focused on diversification, tax efficiency, and the use of lower-cost instruments, alongside option-writing strategies and ongoing portfolio monitoring.

Income planning Equity compensation tax strategy Cash flow / budgeting
user avatar

Michael V

CFP®, Series 66

Bellevue, WA

Bellevue Asset Management, LLC

Michael Vila is a CFP® with 26 years of industry experience and has been with Bellevue Asset Management, LLC since 2004. He serves as a volunteer member of the board of directors for Family Law CASA of King County, a nonprofit organization. Bellevue Asset Management provides discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities, employing a cycle-aware investment approach focused on diversification, tax efficiency, and low-cost instruments.

Income planning Equity compensation tax strategy Cash flow / budgeting
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