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Firewall Capital Management

Updated today

Total assets under management

$66,922,551

Total clients

193

21% high-net worth

Total advisors

4

of 4 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

48

Average account size

$346,749

About

Firewall Capital Management is a small, discretionary investment adviser serving individual and high-net-worth clients, as well as trusts and small businesses, managing roughly $56 million for about 184 clients through a four-advisor team. Services include ongoing portfolio management with financial planning integrated at no separate charge, and the firm offers free standalone financial planning to firefighters and their families regardless of whether they engage investment management.

The firm’s investment approach uses modern portfolio theory and tactical asset allocation, with portfolios that may include individual stocks, bonds, mutual funds, ETFs and real-estate-related investments, and allocations tailored to clients’ goals and risk tolerances. Firewall requires clients to custody assets with a specified qualified custodian and executes discretionary trading on their behalf, a practice the brochure notes can result in directed brokerage rather than selecting brokers on a trade-by-trade basis.

A distinctive feature is that Firewall operates an affiliated licensed insurance agency and has advisory representatives who are licensed insurance agents and may receive commissions on insurance sales, a conflict the firm discloses and says it manages by limiting recommendations to customary products and allowing clients to use other agents. The firm also flags key-man risk due to the principal executive’s substantial outside commitments and describes delegation and supervision arrangements intended to provide continuity.

Client services

Financial planning Portfolio management

Expertise

Wealth management Real estate investing Life insurance needs analysis

Occupation focus

Retired Self-Employed Founder/Business Owner

Fee options

Percentage

$0 - $50,000: 2.00% annually $50,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.15% annually $1,000,001+: 1.00% annually

Commissions

Compensation from insurance product sales based on size (premium amount) and/or type of insurance product.

Main office location

Firewall Capital Management

1110 Stevenson Ave. #207

Enumclaw WA 98022, United States

Number of offices

2

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

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