Top financial advisors in Bainbridge Island, WA
We’ve curated a list of the best financial advisors in Bainbridge Island, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$227,326,161
Number of advisors
4 advisors
| $227,326,161 | 4 advisors | |
| 2 |
Assets under management
$193,066,850
Number of advisors
8 advisors
| $193,066,850 | 8 advisors | |
| 3 |
Assets under management
$3,222,369
Number of advisors
2 advisors
| $3,222,369 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bainbridge Island, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bainbridge Island. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Agate Pass Investment, LLC
Agate Pass Investment Management, LLC is a registered investment advisor established in November 2010, located in Bainbridge Island, WA. The firm is owned by Brad Van Aken, Dan Rutter, and Jason Kunkel. Agate provides portfolio management services with a focus on individual stocks and bonds, using discretionary authority granted by clients. The firm tailors investment strategies based on client goals, risk tolerance, and tax situation. Agate manages client assets totaling $278,741,044 as of December 31, 2024, on a discretionary basis. Fees are based on assets under management, with tiered rates ranging from 1.10% to 0.50%. The minimum portfolio size is typically $1,000,000, with a negotiable minimum annual fee of $11,000. Agate does not accept performance-based fees and serves individuals, trusts, foundations, and endowments. The firm's investment strategy emphasizes quality and growth for equities and diversification for fixed income investments. Agate may also invest in ETFs and mutual funds to enhance diversification. The firm acts as a fiduciary under ERISA or the Internal Revenue Code, ensuring recommendations are in clients' best interests. Agate does not pay for client referrals and maintains custody of client assets with a qualified custodian. Clients receive quarterly reports detailing portfolio performance and fee billing. Agate has discretionary authority for investment decisions and voting client securities, following client instructions.
$227,326,161 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesHidden Cove Wealth Management
Hidden Cove Wealth Management, LLC, a Washington-based firm established in 2022, offers tailored investment advice acting exclusively in a fiduciary capacity. Their services include Private Wealth Management, combining portfolio management with financial planning, and Financial Planning and Consulting Services. The firm manages approximately $324,705,361 of client assets on a discretionary basis. Clients are required to engage the services of Recommended Brokers, such as Charles Schwab & Co., Inc., and Fidelity Distributors Company, LLC, for trade execution and custodial services. Hidden Cove Wealth Management does not charge performance-based fees, engage in side-by-side management, or vote client securities. The firm does not recommend securities in which they have a material financial interest and does not receive compensation for client referrals. Clients are encouraged to review account statements and reports provided by the custodian. Hidden Cove Wealth Management does not vote proxies on behalf of clients and does not have authority to vote client securities. The firm has no financial condition impairing its ability to meet contractual commitments.
$193,066,850 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersNuku
Nuku is a financial advisory firm based in Bainbridge Island, Washington. It currently has approximately $3,222,369 of assets under management and employs about 2 people. Nuku uses a fee structure of and a percentage of assets under your management.
$3,222,369 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bainbridge Island, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bainbridge Island. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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