Get Rich Slowly LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Get Rich Slowly LLC serves individuals and families — including high-net-worth clients, professionals (such as physicians and advanced practice providers), owners of privately held companies — and also accepts non-natural persons such as organized business entities, charitable organizations, trusts, and estates. The firm provides portfolio management, personal financial planning, and U.S. federal tax planning services, offering both advisory engagements and optional add-on discretionary portfolio management.
The firm’s investment approach is centered on long-term passive, market-capitalization-weighted index strategies implemented primarily through mutual funds and ETFs, with an emphasis on low turnover and minimizing transaction and tax costs (a buy-and-hold philosophy). While leverage is generally disfavored, Get Rich Slowly LLC will consider margin borrowing in separately managed accounts only on a written client request and under specific conditions (e.g., demonstrated capacity and tolerance for higher risk, long investment horizon, and conservative margin limits).
Noteworthy features that distinguish the firm from many peers include its explicit acceptance of a range of non-individual clients (business entities and charitable organizations) and its documented, conditional willingness to use margin in client accounts — a capability uncommon among similar independent advisers. The firm also reports adopting the CFA Institute Asset Manager Code as the basis for its Code of Ethics and is led by management with both medical and formal financial/tax credentials and related business experience, which may influence the firm’s advisory scope and multidisciplinary planning services.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.10% annually $1,000,000.01+: 0.05% annually
$258 per hour, billed in ½ hour increments ($129 increments). Limited engagements.
Flat-fee subscription (retainer) option for advisory services: $172 to $258 monthly or $2,064 to $3,096 annually depending on client type.
Account minimum: $10,000 Fee-only: Flat-fee subscription: $172 to $258 monthly or $2,064 to $3,096 annually, depending on client type and household size.
Main office
Bellevue WA
Advisors at this office
1
Most active in
Washington
Disclosures
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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.
Forms ADV
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