Mark Jaffe
Mark Jaffe is a CFP-designated registered investment advisor at Jaffe Financial Services, LLC, based in Ashland, OR, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 60 clients with $26M 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 | 2.00% |
Fees for asset management services range from 0.30% to 2.00% per year of the assets under management. Fees are based on the amount of assets under management and the range of services being provided.
Fee Estimator
Location
2305C Ashland Street #426, Ashland, OR, 97520
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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
Mark is a licensed life and health insurance agent, but is no longer involved in property and casualty insurance. He also provides financial planning and investment advisory services through Jaffe Financial Services, LLC.
Employment History
Current Registrations
Jaffe Financial Services, LLC
State Registrations2 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.