Our Process

We are fee only. Bellevue Asset Management does not earn commissions on the purchase or sale of any investment.  We are committed to providing advice to our clients that is in their best interest and completely unbiased.

We do not hold the assets of our clients.  Our clients’ assets are held at Charles Schwab and Co.  With their permission, however, we are able to request transactions on their behalf such as buying and selling stocks and bonds or having money sent directly to the client.

Our fees are based on the total size of a client’s accounts under our management.  This annual fee generally ranges from 0.5% to 1.25% of the asset value.  While we don’t hold a specific account size, we do have a minimum charge of $3,000 per year for new clients.