Kirkland, WA 98034, United States of America
Invest in Your Future
When you invest in our services, you’re gaining a trusted partner dedicated to your financial success. You'll receive personalized financial planning, expert investment management, and holistic wealth management, all tailored to your unique goals. With our comprehensive support, including continuous guidance, educational insights, and a user-friendly client portal, we ensure your financial plan evolves with you. Our commitment is to provide exceptional value, empowering you to achieve your dreams and secure your future.
| Managed Assets | Annual Fees |
|---|---|
| $0-$1,000,000 | 1.00% |
| $1,000,001-$4,000,000 | 0.50% |
| >$4,000,001 | 0.25% |
* Our minimum annual fee is $5,000 per year, which may be waived at the discretion of Unleashed Financial.
Our Promise to You
Holistic Wealth Management
- Integration of all aspects of your financial life, from investment management to tax planning.
- Coordination of your portfolios to ensure that your assets work together harmoniously.
Educational Resources and Insights
- Regular updates and insights to keep you informed about market trends and financial strategies.
- Personalized advice to help you make informed decisions about your finances.
Comprehensive Financial Planning
- Tailored financial roadmaps designed to help you reach your specific goals.
- Regular review and adjustments to keep your plan aligned with your life changes.
Dedicated Support and Guidance
- Unlimited implementation meetings to address your needs and concerns.
- Access to a user-friendly client portal providing a consolidated view of your accounts.
Strategic Wealth Management
Our personalized approach ensures your financial plan evolves with your needs. Reach out now to begin your journey towards financial independence.
