David Jajewski is a registered investment advisor at Portfolio Strategies INC, based in Tacoma, WA, with 37 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 354 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Strategies, Inc. charges an annual investment advisory fee based on a percentage of the value of your investments, generally between 0.80% and 2.50%. The specific fee is determined by the referring broker-dealer or investment advisor, and you can negotiate it with them. The firm manages investment accounts using model portfolios, and each program is continuously managed based on the program’s strategy. The firm requires a minimum asset level of $20,000, but this may be waived at the firm's discretion.
Location
621 Pacific Avenue Suite 15, Tacoma, WA, 98402
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Regulatory History (2)
Judgment / Lien
May 2024Judgment / Lien
May 2024Other Business Activities
David is the president of Portfolio Strategies, a registered investment advisor, since 2001. He dedicates about a quarter of his time to management activities.
Employment History
Current Registrations
Portfolio Strategies INC
Previous Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Tahoma Investment Advisors, LLC
Centaurus Financial, INC.Broker
Advantage Capital CorporationBroker
Focus Investments Nw, INC.
Advantage Capital CorporationBroker
Intersecurities, INC.Broker
Laney & CompanyBroker
MML Investors Services, INC.Broker
State Registrations1 state
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.