Guerllamo Jimenez
Guerllamo Jimenez is a registered investment advisor at Optimum Capital Strategies, based in Beaverton, OR, with 19 years of industry experience. Guerllamo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 50 clients with $34M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Equity Portfolios: 1.50% on assets between $100,000 and $5,000,000; 1.25% on assets between $5,000,000 and $10,000,000; 1.00% on assets over $10,000,000. ETF Portfolios: 1.00% on assets under management. Fixed Income Portfolios: 0.75% on assets under management. Fees are generally negotiable.
Fee Estimator
Location
4900 SW Griffith Drive, #269, Beaverton, OR, 97005
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Employment History
Current Registrations
Optimum Capital Strategies
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
State Registrations2 states
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