Daniel
Rutter
Agate Pass Investment, LLC
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About this Advisor
Daniel Rutter is a chartered financial analyst working out of Bainbridge Island, Washington with 5 years of industry experience. Rutter is on the advisory team at Agate Pass Investment, LLC. During their career, the advisor has held roles at Agate Pass Investment Management, LLC and United Capital Financial Advisers, LLC. Rutter is approved to work in Texas and Washington. Agate Pass Investment, LLC is a registered investment company that has its headquarters in Bainbridge Island, WA. It handles $201 million in total assets across its 284 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 284 client accounts, 58% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely depend on which services the firm provides the client. However, fees billed by Agate Pass Investment, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Agate Pass Investment, LLC Brokerage Details
$201,396,839
5
284
$709,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Rutter Work History
Daniel has been registered as a financial advisor for 5 years.*
Agate Pass Investment Management, LLC
United Capital Financial Advisers, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Rutter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Agate Pass Investment, LLC
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
Bainbridge Island, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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