Jeffrey Wachtman is a registered investment advisor at Capstone Investment Group, based in Olympia, WA, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 819 clients with $340M 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 $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% |
Fees are negotiable. Other programs: SEI third-party management at a total fee of 1.45%.
Fee Estimator
Location
2405 Evergreen Park Drive SW Bldg A, Olympia, WA, 98502
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
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
Previous Registrations
Cambridge Wealth Management
Proactive Money Management INC
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
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