Wilkison Investment Services, LLC
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About
Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. Advice typically covers determining financial objectives, cash-flow management, insurance review, education funding, retirement planning, and ongoing portfolio management.
The firm emphasizes an asset-allocation approach and constructs diversified portfolios using passive index and exchange-traded funds, actively managed mutual funds, and individual stocks and bonds. Security analysis uses a mix of fundamental analysis along with charting and technical methods; the adviser accepts discretionary trading authority but will consult with clients prior to trades if a blanket authorization has not been granted, and accounts are reviewed quarterly.
Founded in 1988, the firm operates without accepting commissions or selling annuities, insurance, or other commissioned products, and places trades through a single custodian (Charles Schwab), with the option to use third‑party separate account managers while custody remains with the client. Its long-established, compact client base and routine practice of voting client proxies on behalf of clients (unless clients opt to vote themselves) are operational features that distinguish its practice from many peers.
Client services
Expertise
Fee options
$0 - $49,999: Equivalent to $300 annually (flat fee of $75 quarterly) $50,000+: 1% annually (.25% quarterly) deducted from account
Account minimum: $50,000 Minimum fee: $75 quarterly ($300 annually) for clients with less than $50,000 in assets Fee-only: Firm is strictly fee-only; no commissions or other compensation accepted
Main office
Snoqualmie WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Wilkison Investment Services · Wilkison Investment Services, LLC · Wilkison, Vogt Daniel
Disclosures
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Business activities & affiliations
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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