Areas of Practice
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 | Included |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
First $2,000,000: $19,000 annually. Balances over $10,000,000: Negotiable. Where an exception to this minimum is granted for grandfathered Clients or for family members of Clients or employees, the minimum annual Fee may be expressed as 0.95% of assets with lower annual minimum amounts or, for Allied Professionals ( defined as an attorney, tax professional or consultant with whom MCS shares, or shared, a client), 0.95% of assets with a $9,500 annual minimum fee. In any case, the annual fee will not exceed 3% of the value of assets under management.
Fee Estimator
Contact
Jeffrey Yamada
Location
750 NW Charbooneau Ste 201, Bend, OR, 97703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcs Family Wealth Advisors
State Registrations1 state
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Exams
Additional Information
I help clients answer the financial questions that might otherwise keep them up at night. Advising on retirement, tax, risk, education, or estate planning – or all of the above through comprehensive financial planning – I help people navigate the complex and interrelated aspects of personal finance. My expertise in the securities industry, combined with my experience working with people from diverse cultures and economic backgrounds, informs my work,