Jeffrey Comstock
Jeffrey Comstock is a registered investment advisor at Financial Forum, INC., based in Spokane, WA, with 14 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, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 572 clients with $290M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are generally not negotiable. The advisory fee covers typical custodian commissions under the wrap fee program.
Fee Estimator
Location
501 N Riverpoint Blvd., Ste 104, Spokane, WA, 99202
Get directionsHistory
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
Jeffrey is involved with a non-variable insurance DBA, Financial Forum, Inc., focusing on health, life, long-term care, and disability insurance. This activity takes about 10-20% of Jeffrey's time.
Employment History
Current Registrations
Financial Forum, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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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