Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Fees negotiable for accounts over $30,000,000.
Fee Estimator
The annual investment advisory fee is based on a percentage of assets under advisement. For example, a $2,000,000 portfolio would be charged 1.00% on the first $2,000,000 and 0.80% on the next $2,000,000. The minimum fee is $2000 per quarter. These fees are negotiable. Hourly fees for investment advisory services do not exceed $310/hour. Fees for financial advisory and financial planning services are also based on hourly rates not to exceed $310/hour, with an initial retainer of $2500 or more.
Areas of Practice
Advisor Information
Office location
12201 Emshoff Road, Brenham, TX, 77833
Get directionsContact
Jay Douglas BoekelooRegulatory 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 →Employment History
Current Registrations
Fairbanks Financial Wealth Management
High Note Financial LLC
Previous Registrations
Timepiece Financial Planning, INC.
State Registrations3 states
Exams
Additional Information
I currently work as a Fee-Only Financial Planner in Vancouver, WA where everyday I have the privilege of working with incredible clients and learning about each of their unique backgrounds. By taking the time to learn more about their history and their current beliefs regarding money, we are able to create a financial plan that also leverages their strengths and financial behaviors to increase their chances at achieving their financial goals.