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The fee is billed in advance, is negotiable and has a $11,000 annual minimum.","source":"AGATE PASS INVESTMENT MANAGEMENT FORM ADV PART 2A MARCH 2026, filed 3 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Agate Pass Investment Management use?","answer":"Agate Pass Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $330M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Agate Pass Investment Management have?","answer":"Agate Pass Investment Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Agate Pass Investment Management invest in?","answer":"At the end of its last fiscal year, Agate Pass Investment Management’s separately managed accounts held 63% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 5% state and local bonds, 4% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Agate Pass Investment Management?","answer":"Agate Pass Investment Management’s direct owners are Jason Kunkel (10% to 25%), Bradley Van Aken (50% to 75%) and Daniel Rutter (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 3 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Agate Pass Investment Management get paid?","answer":"Agate Pass Investment Management is paid through a percentage of assets under management. 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