Jay Lake is a registered investment advisor at Twenty Twenty Investment Advisors, LLC, based in Spokane, WA, with 18 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 341 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Some clients are on a lower fee schedule or have a waived minimum fee based on individual circumstances.
Fee Estimator
Location
Spokane, WA
Get directionsHistory
Regulatory 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
Jay is the owner of Twenty Twenty Investment Advisors, LLC since 2003. He dedicates nearly full-time hours to this role.
Employment History
Current Registrations
Twenty Twenty Investment Advisors, LLC
Previous Registrations
Origin Investment Advisory LLC
Petersen Hastings Investment Management INC
Wealth Asset Managers
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Joshua Mastel, CFPTwenty Twenty Investment Advisors, LLC
- Charles Cowgill, CFPRichards Merrill Wealth Management
- Hunter Jensen, CFPCharles Schwab & CO., INC.
- Kathryn Young, CFPFinancial Forum, INC.
- Cody Huckins, ChFCWells Fargo Advisors
- Monique Corigliano, CFPRichards Merrill Wealth Management