Jeffrey Yamada is a CFP-designated registered investment advisor at Mcs Family Wealth Advisors, based in Bend, OR, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 65 clients with $160M 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 | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Annual fee is subject to a $19,000 minimum. Balances over $10,000,000 are negotiable.
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.
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
Mcs Family Wealth Advisors
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.
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,
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