Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees vary up to 2.00% annually, depending on the size and complexity of the client relationship. Fees are negotiable. Financial planning and consulting services are offered on an hourly or fixed fee basis, which may be negotiable. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%.
Areas of Practice
Advisor Information
Office location
3255 Hillcrest Park Drive, Suite 109, Medford, OR, 97504
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeanne works as a seasonal sales associate at Kohl's Department Store since 2015, which is not investment related. This takes less than half of her time and none during trading hours.