Jaswant Shaw is a registered investment advisor at Eisrc, based in Newberg, OR, with 13 years of industry experience. Jaswant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $4.6M 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 $2.0M | 0.50% |
| $2M+ | 0.40% |
Fee schedule is for Index Fund Portfolios. Active Strategy Portfolios have a different fee schedule: 1.0% for accounts up to $5 million and 0.90% for accounts $5 million and up. Fees may be negotiable.
Fee Estimator
Location
Newberg, OR
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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 →Other Business ActivitiesSells Insurance
Jaswant is employed as a Sr. Enterprise Architect at BCBS, a healthcare insurance software company. This work, performed at his residence, takes up a full-time commitment.
Employment History
Current Registrations
Eisrc
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.