David Jajewski is a registered investment advisor at Portfolio Strategies INC, based in Tacoma, WA, with 38 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 289 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fees generally range between 0.80% and 2.50%, with a maximum cap of 2.50%. Clients not referred by a broker or advisor generally pay 1.00%. Fees are negotiable through the referring broker or investment advisor.
Fee Estimator
Location
621 Pacific Avenue Suite 15, Tacoma, WA, 98402
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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
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 Registrations10 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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