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Fees Which Align Our Interests to Yours

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What our clients are saying

Tumwater has helped to make us feel financially secure over the long run because of the sensible investment strategies Ben has employed for us.

Cherie and Jim C.

I find the entire staff consistently responsive. This is significant for me. Once I recognize I need information, it is helpful to receive that information quickly.

Jenni Y.

Tumwater has been a great resource for financial planning for my future and eventually my retirement. I’ve worked with Ben to find the right balance of investments that suit my long-term saving goals. I also have appreciated Ben’s help with other savings goals, whether it’s regarding an emergency savings fund, or saving for a specific purchase. He is always willing to answer my questions and explain the rationale behind investment moves. He also reviewed my 401(k) plan which was very helpful!

Brooke W.

We have 100% confidence that you know what you are doing which is so much more that most professionals who call themselves a financial advisor.

Kealy B.

Through Ben’s guidance for over 10 years he has us brought to a comfortable financial position heading into retirement.

Nic C.

[I] sleep well at night knowing Ben and his team are taking care of our investments.

Kealy B.

My first contact with Ben occurred when he was the Financial Advisor for my former employer… The first one-on-one meeting we held to discuss my financial future
was a total wakeup call (Yes, there were tears). He laid out an honest appraisal of my current financial situation and what I needed to do differently to move positively
toward a reasonably comfortable retirement. I took his sound advice to heart. Last year, I was unexpectedly laid off and that led to my decision to retire at the age of 70. I reached out to Ben and he immediately set up a time to talk about the best options for my 401K. A plan to roll the funds into an IRA was set in place and implemented by Ben and his co worker, Jackson. I am confident that Ben has my best interest at heart.
Communication is never an issue—I always know I will receive honest, appropriate guidance.

Patricia A.

Tumwater provides a thorough explanation of my assets and how best to meet my needs.

Ruth M.

They have helped me feel safe with my financial future and provided me a valuable resource to come to with any questions about financial decisions and planning.

Jack C.

Tumwater has helped my family think about our financial future– but in a uniquely holistic way.
I really value being able to ask for Ben’s advice on any financial topic, be it immediately related to our investment planning or not.
Ben sees and understands how the big picture impacts the tactical decisions he helps you make.

Matthew M.

The service provided by Tumwater has met all of my needs.

Jack C.

Tumwater has given me a place to have my money managed, to allow the money to work for us, thereby increasing in value every day. Tumwater invests the money into funds that grow, watches those funds to stay [diversified]. You hire a Financial Advisor to focus on increasing the value of your saved money. This allows you to focus on your own profession to succeed. The money invested then grows and is there for life’s big bills, college for youngsters, retirement, etc.

Paul M.

Tumwater allows us to enjoy our retirement.

Paul M.

You have been a valuable resource for others in our family. You have gained our trust and respect and this is very important at our stage in life!

Cherie and Jim C.

I have complete trust in Tumwater, they alleviate a huge burden of stress in my life.

Jenni Y.

Transparent Pricing Aligning
Our Interests to Yours

Investment Management Only

AssetsPortfolio Management
$5,000 – $500,0000.50%
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Holistic Financial Planning

AssetsFinancial PlanningPortfolio Management
$5,000 -$500,000$249/mo.0.50%
$500,000-$1,000,000Included1.00%
$1,000,000-$2,499,999Included0.875%
$2,500,000-$4,999,999Included0.75%
$5,000,000-$9,999,999Included0.625%
$10,000,000- $24,999,999Included0.50%
$25,000,000 +IncludedNegotiable
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Family Business Services

Corporate Retirement Plan Management

Max Fee of 0.75%

* Fee Quotes Customized
on Request

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We Do Well as You Do Well

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