Vinoble Group

Vinoble Group, operating as DOHJ, LLC, is a financial advisor firm based in Seattle, Washington, established in 2019. The firm specializes in providing a wide range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and corporations. As a fiduciary, Vinoble Group is committed to acting in the best interest of clients and maintaining open lines of communication to help clients meet their financial goals. The firm offers services such as Comprehensive Wealth Management, Financial Planning & Consulting, and Retirement Plan Consulting. For Comprehensive Wealth Management, clients receive asset management and financial planning services, with fees ranging from 0.40% to 1.50% based on assets under management. Financial Planning & Consulting services are provided on an hourly or flat fee basis, with fees ranging from $1,500 to $10,000. Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of plan assets under management, with flat fees ranging from $750 to $10,000. Vinoble Group manages $629,341,935 in assets under management as of December 31, 2024. The firm does not receive soft dollars in excess of what is allowed by the Securities Exchange Act of 1934 and does not charge performance-based fees. Clients are encouraged to review the firm's Brochure for more detailed information on its services, fees, investment strategies, and risk factors. For any questions or to request additional information, clients can contact the Chief Compliance Officer, Tracie Anne Mitchell, at (206) 317-6822.