Jacqueline Degideo is a registered investment advisor at Anchor Financial, based in Tacoma, WA, with 4 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 45 clients with $5.8M 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 | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.80% |
| $750K+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
6004 Westgate Blvd., Suite 120, Tacoma, WA, 98406
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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 ActivitiesSells Insurance
Jacqueline is an insurance agent providing insurance sales and services through The Medicare Exchange since 2015, and owner of Sound Medicare Advisors, LLC since 2013. Both activities are investment-related and take nearly full-time hours.
Employment History
Current Registrations
Anchor Financial
State Registrations1 state
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