Jeffrey Kuest is a CFA, CFP-designated registered investment advisor at Range Financial Group, LLC, based in Tigard, OR, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 405 clients with $410M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
7307 SW Beveland St, #110, Tigard, OR, 97223
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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 →Employment History
Current Registrations
Range Financial Group, LLC
Previous Registrations
Counterpoint Capital Advisers, LLC
Citigroup Global Markets INC.
Morgan Stanley
State Registrations2 states
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