Jered Skousen is a registered investment advisor at Harvard Avenue Investment Advisory, based in Gilbert, AZ, with 11 years of industry experience. Jered operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $57M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.30% |
Discounts are offered to employees and immediate family.
Fee Estimator
Location
Gilbert, AZ
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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
Jered co-owns Healer's Art, LLC with his wife, but spends no time working on it. He also has ownership stakes in Next Phase Manufacturing, Investment of AADI, Zero Gravity Events, and Cynergy Expansion, but these LLCs are dormant and require no time commitment from him.
Employment History
Current Registrations
Harvard Avenue Investment Advisory
Previous Registrations
Vestory, LLC
Vestory, LLC
State Registrations3 states
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