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Credentials
Series 66
Experience Industry experience
21 years
Location
Pe Ell, WA
&PARTNERS
Enterprise
Cecile Baggenstos is a financial advisor at &Partners with 20 years of industry experience. She holds a Series 66 credential and previously worked at Wells Fargo Advisors Financial Network LLC for 14 years. Baggenstos serves as the chair of the Pe Ell School Board. &Partners serves a broad client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of investment advisory and brokerage services, utilizing proprietary and third-party portfolio strategies supported by fundamental, technical, and quantitative analysis.
Based on &PARTNERS
Based on &PARTNERS
Fixed fees for financial planning and consulting services, as negotiated
$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services
Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions
Hourly consulting fees as agreed upon with client
Subscription fee of $500/month for weekly market commentary service
Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services
Pe Ell, WA
Pe Ell WA
Advisors at this office
1
Texas · Washington
21 years of industry experience
&Partners, LLC
2024 - Present • 2 years
Nashville, TN
Wells Fargo Advisors Financial Network LLC
2010 - 2024 • 14 years
Chehalis, WA
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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