Wayne Jamerson
Wayne Jamerson is a registered investment advisor at Focus Partners Wealth, LLC, based in Fort Collins, CO, with 28 years of industry experience. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
2133 S Timberline Road, #120, Fort Collins, CO, 80525
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Regulatory History (1)
Criminal
April 1990Other Business Activities
Wayne is a manager of IFAM Capital and member of BAWDCO Advisors, LLC since 2015. This requires about 10-20% of his time.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Ifam Capital
Ifm Capital Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Capital Resource Financial Services, L.L.C.Broker
Donaldson, Lufkin & Jenrette 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.