Guerllamo Jimenez
Guerllamo Jimenez is a registered investment advisor at Optimum Capital Strategies, based in Beaverton, OR, with 20 years of industry experience. Guerllamo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, 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% |
Rates shown apply to equity portfolios. Exchange-traded fund portfolios are charged a flat 1.00% per year, and fixed income portfolios are charged 0.75% per year. 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
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.
Exams
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