Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are typically paid quarterly and generally do not exceed 2% of assets under management. Financial planning fees are either hourly ($150-$350) or fixed ($650-$2,500), depending on the scope and complexity. These fees may be adjusted based on the client's situation. A minimum total investment amount of $250,000 is generally required, but a lesser amount will be considered.
Areas of Practice
Advisor Information
Office location
1125 N.W. Couch St., Ste. 900, Portland, OR, 97209
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 ActivitiesSells Insurance
Chad is affiliated with JKJ Financial Services as an insurance producer and provides client services, dedicating nearly full-time hours to this role. He is also a Registered Representative with M Holdings Securities and an Investment Advisory Representative with LRI Investments, LLC, each requiring nearly full-time commitment.