Bellevue Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bellevue Asset Management provides discretionary portfolio management and standalone financial planning to individuals (including high‑net‑worth clients), as well as pensions, trusts, estates, charitable organizations and business entities. The firm offers investment policy development, retirement and tax-aware planning, and other planning services alongside ongoing asset management.
It applies a cycle‑aware investment approach that emphasizes diversification, tax efficiency and use of lower‑cost instruments such as index ETFs, no‑load funds and individual securities, with daily monitoring and monthly portfolio reviews. The firm also uses option‑writing strategies (including covered and uncovered options) and provides rollover recommendations while sometimes taking an educational approach to plan rollover decisions.
Operating with a two‑principal ownership structure, each principal holding a substantial stake, Bellevue manages roughly $394 million across about 220 client relationships, a scale that results in relatively high assets per advisor for a small team. The firm is fee‑only, maintains an institutional custodial relationship that provides operational and research services, and is deemed to have custody of one client account subject to an independent surprise examination under SEC rules.
Client services
Expertise
Fee options
Fixed fee financial planning projects with retainer equal to one-half of the fixed fee; balance billed monthly until completion.
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
$200 per hour for financial planning services
Fee-only: Bellevue Asset Management is a fee-only advisor and does not receive compensation from sales of securities or investment products.
Main office
11400 SE 8th Street, Suite 270
Bellevue WA 98004
Advisors at this office
2
Most active in
California · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jill M
Series 63, Series 65
Bellevue, WA
Bellevue Asset Management, LLC
Jill Mcvey is a financial advisor at Bellevue Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bellevue Asset Management since 2004. Bellevue Asset Management provides discretionary portfolio management and standalone financial planning to individuals, including high-net-worth clients, as well as pensions, trusts, estates, charitable organizations, and business entities. The firm employs a cycle-aware investment approach focused on diversification, tax efficiency, and the use of lower-cost instruments, alongside option-writing strategies and ongoing portfolio monitoring.
Michael V
CFP®, Series 66
Bellevue, WA
Bellevue Asset Management, LLC
Michael Vila is a CFP® with 27 years of industry experience and has been with Bellevue Asset Management, LLC since 2004. He holds a Series 66 credential and serves as a volunteer member of the board of directors for Family Law CASA of King County, a nonprofit organization where he contributes to strategic planning and marketing advice. Bellevue Asset Management provides discretionary portfolio management and financial planning services to individuals, pensions, trusts, estates, charitable organizations, and business entities. The firm uses a cycle-aware investment approach focusing on diversification, tax efficiency, and lower-cost instruments, supplemented by option-writing strategies and educational guidance on plan rollovers.
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