Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
493 clients
Average Client Portfolio
$309K average
Assets Under Management
$152.4M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Investment Advisor Financial Advisors may negotiate with client certain adjustments to our regular fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2405 Evergreen Park Drive SW Bldg A, Olympia, WA, 98502
Get directionsHistory
Regulatory History
Clean regulatory record
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
Jeffrey is the Director of Connections Ministry at Church of Living Water Yelm, overseeing volunteers and leading Financial Peace University classes. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Capstone Investment Group
April 2014 - Present · 11 yrs 11 mos
Previous Registrations
Cambridge Wealth Management
November 2009 - April 2014 · 4 yrs 5 mos
Proactive Money Management INC
February 2000 - December 2009 · 9 yrs 10 mos
State Registrations4 states
CAORTXWA
Advisor
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
No exam information available for this advisor.