Wendiguiata Ouedraogo
Advisor at McIlrath & Eck, LLC — Arlington, WA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®
Experience Industry experience
5 years
Location
Arlington, WA 98223-7083
McIlrath & Eck, LLC
Team
Clients per advisor
257 Very HighAvg AUM per client
$1,060,483 TypicalHNW client ratio
32% TypicalWendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.
Based on McIlrath & Eck, LLC
Based on McIlrath & Eck, LLC
Estimated $2,000 for Standard Financial Plan, $2,875 for Financial and Estate Plan, $900 to review/update plan, $2,500 for plan plus one annual update
0.45% to 1.50% per year (negotiable, fee varies case by case)
$275 per hour for Financial and Estate Planning and Portfolio Research and Asset Allocation Services
Account minimum: $250,000 (may be waived at sole discretion)
Arlington, WA
3325 Smokey Point Drive, Suite 201
Arlington WA 98223
Advisors at this office
4
Washington
5 years of industry experience
McIlrath & Eck, LLC
2018 - Present • 8 years
Arlington, WA
Speedi Shuttle
2017 - 2018 • 1 year
Seattle, WA
Albert Lee
2016 - 2017 • 1 year
Seattle, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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