Foresee Wealth Advisors | Financial Advisor in Bellevue ,WA

601 108th Ave NE Ste 1940
Bellevue, WA 98004
Phone: (425) 943-6875

About

Foresee Wealth Advisors is a full-service wealth management firm in Bellevue, Washington. We provide comprehensive financial planning and objective investment advice for high net-worth individuals and families who seek comprehensive, dynamic financial plans to help achieve their life goals.

7 Years of Experience



General Information
Firm Start Year:   2002
No.of Employees:   10-19
Insurance License#:   247351
Name of Broker/Dealer:   LPL Financial
States Licensed in:   AZ, CA, CO, HI, OR, WA
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Insurance , Mutual Funds , Bonds , Stocks , Commodities , Annuities
I can meet clients in the following ways:   Via phone , At your office , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Life , Variable Life , Variable Annuity
Firm Information
Firm's Number of Clients:   120
Firm's Number of Planning Clients:   75
Firm's Number of Managed Clients:   75
Assets Managed by Firm:   $25,000,000
Advisor's Number of Clients:   75
Advisor's Number of Managed Clients:   75
Advisor's Number of Planning Clients:   75
Assets Managed by Advisor:   $25,000,000


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $300,000
Compensation Methods:   Commissions , Hourly , Based on Assets
Fee % Based on Assets:   0.5%-1.5%



FAQs

  • Do you have a customer satisfaction or refund policy? I have an open communication policy with my clients and appreciate feedback from them if my services are not meeting their expectations. Additionally, I provide an annual survey to my clients in which they have the opportunity to provide written feedback so that I can continue to meet and exceed client expectations.
  • What are your qualifications? What is your education background? B.A. Finance - University of Washington, B.S. Accounting - Central Washington University, FINRA Series 7 & 66 Licensed, Life & Disability Licensed
  • What is your approach to financial planning? I take a comprehensive and disciplined approach to financial planning. I gather all the pertinent financial and personal data and complete a full financial analysis before providing any recommendations.
  • What services do you offer? I specialize in retirement planning and investment portfolio management for high net worth individuals. I collaborate with other professionals including CPAs, estate planning attorneys, and insurance specialists to meet the needs of my clients.
  • Will you be the only person working with me? Not always; I have office support personnel that may assist you with operations related issues.
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DISCLAIMER

Securities offered through LPL Financial Member FINRA/SIPC. Investment advice offered through Financial Advocates Investment Management, LLC, a registered investment advisor and separate entity from LPL Financial, Inc.

Chris Niemela

Chris Niemela

Office Hours

Mon. 8:00 AM - 5:00 PM
Tue. 8:00 AM - 5:00 PM
Wed. 8:00 AM - 5:00 PM
Thu. 8:00 AM - 5:00 PM
Fri. 8:00 AM - 5:00 PM