Jerald Halverson is a registered investment advisor at Citizens Private Wealth, based in Camas, WA, with 17 years of industry experience. Jerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,567 clients with $17B 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.55% |
Fees may be reduced or waived based on account size, complexity, and family relationships. Legacy clients may be subject to separate wrap fees or fixed-income-only schedules.
Fee Estimator
Location
Camas, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Employment History
Current Registrations
Citizens Private Wealth
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
New England SecuritiesBroker
Sentra Securities CorporationBroker
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.
Exams
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