JG
JG
Jeffrey Griswold
21 Years of Experience
1 Disclosure
Jeffrey Griswold is a registered investment advisor at Tru Independence Asset Management 2, LLC, based in Portland, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 264 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
264 clients
Average Client Portfolio
$822K average
Assets Under Management
$217.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$37,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
May include a minimum annual fee of $37,500 which may be waived or discounted at the Firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
15350 SW Sequoia Parkway,, Suite 250, Portland, OR, 97224
Get directionsHistory
Regulatory History (1)
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Regulatory
November 2023Final
Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Merit Wealth Management, LLC
November 2008 - May 2024 · 15 yrs 6 mos
Green Wealth Management, LLC
March 2006 - January 2009 · 2 yrs 10 mos
Salem Asset Management, LLC
January 2005 - December 2005 · 11 mos
Kms Financial Services, INC
October 2004 - December 2004 · 2 mos
Kms Financial Services, INC.Broker
June 2004 - December 2004 · 6 mos
Nylife Securities INC.Broker
December 2003 - April 2004 · 4 mos
Waddell & Reed, INC.Broker
August 2003 - October 2003 · 2 mos
State Registrations1 state
TN
Advisor
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
No exam information available for this advisor.