Jared Rasmussen
Jared Rasmussen is a registered investment advisor at Serene Point Advisors LLC, based in Ridgefield, WA, with 30 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 59 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Serene Point Advisors charges a percentage of your portfolio's value annually for investment management. The exact percentage depends on whether the portfolio is actively or passively managed. The fee includes planning, guidance, and investment management services.
- Portfolios valued between $25,000 and $1,000,000: 1.0% to 1.20% annually
- Portfolios valued over $1,000,000: 0.85% to 1.0% annually
Location
Ridgefield, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2014Employment History
Current Registrations
Serene Point Advisors LLC
Previous Registrations
Serene Point Advisors LLC
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Pruco Securities CorporationBroker
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.