JF

Jeffrey Scott Friedstein

30 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
44 advisors
Number of Clients
408 clients
Average Client Portfolio
$24.9M average
Assets Under Management
$10.1B

Fee Structure

Caprock's fees may include fixed fees or fees based on a percentage of assets under management and advisement. The annual fee for Investment Advisor Services will generally be no greater than 1% of assets under management. Fees are negotiable based on client requirements and service complexity. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services. Fees are billed monthly in arrears.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

800 West Main Street, Suite 1150, Boise, ID, 83702

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2010
Settled
Employment History
Current Registrations
The Caprock Group, LLC
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Grey Street Capital, LLC
October 2018 - April 2024 · 5 yrs 6 mos
Goldman Sachs & CO. LLC Broker
January 1998 - May 2017 · 19 yrs 4 mos
Morgan Stanley & Co., IncorporatedBroker
April 1994 - December 1997 · 3 yrs 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Jeffrey Scott Friedstein - Financial Advisor | AdvisorDiscover