FIOH Global Asset Management and Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,588,187
Clients
64
23% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
64
HighAverage account size
$696,690
Client services
Fee options
$0 - $749,999: 1.50% $750,000 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $3,000,000: 0.90% $3,000,001+: 0.80%
Up to $300 per hour for financial planning and consultation services
Minimum fee: $25 per year or $6.25 per calendar quarter minimum fee Fee-only: Hourly fees up to $300 per hour, negotiable based on service complexity and personnel
Main office location
FIOH Global Asset Management and Strategies, LLC
University Place WA, United States
Number of offices
1
Most active in
Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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