Bellevue Asset Management, LLC

Bellevue Asset Management, LLC is an independent financial planning and investment management firm based in Bellevue, Washington, established in 2003. The firm offers a range of services including investment planning, retirement planning, tax planning, estate planning, and risk management. They primarily use Index Exchange Traded Funds (ETFs), individual stocks, and no-load funds for equity investing, and a variety of instruments for fixed income investments. Bellevue Asset Management manages over $355 million of client assets on a discretionary basis. For fees, clients pay a quarterly fee based on a percentage of assets under management, with rates ranging from 0.75% to 1.75% depending on the asset level. Financial planning services are offered at an hourly rate of $200. The firm is a fee-only advisor and does not receive compensation from the sale of securities. The firm provides investment supervisory services on a discretionary basis, meaning they have the authority to execute investment recommendations without prior client approval. Bellevue Asset Management primarily engages in fundamental, technical, and cyclical analysis for research and review of securities. They emphasize diversification, tax efficiency, and low transaction costs in their investment approach. The firm has a Code of Ethics in place and does not have any disciplinary information to disclose.