Jamieson Grabenhorst
Jamieson Grabenhorst is a registered investment advisor at Horst & Graben Wealth Management, LLC, based in Portland, OR, with 24 years of industry experience. Jamieson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $800M 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 $100K | 1.60% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.38% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.00% |
| $1.3M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $400.
Fee Estimator
Location
6600 SW 92nd Ave, Suite 210, Portland, OR, 97223
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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 Activities
Jamieson is a limited and managing partner in Winston Grabenhorst Investment LLC, a commercial real estate holding company, since 2021. He consults on leasing, building maintenance, and finances, dedicating a few hours per week.
Employment History
Current Registrations
Horst & Graben Wealth Management, LLC
Previous Registrations
Cgc Financial Services
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations2 states
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