Jeffrey Paine
Jeffrey Paine is a CFP-designated registered investment advisor at Alaska Wealth Management, based in Anchorage, AK, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 23 clients with $23M 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 | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may differ from the standard schedule based on historical relationships, asset types, or account composition.
Fee Estimator
Location
911 West 8th Ave, Su. 101, Pmb 8, Anchorage, AK, 99501
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2021Other Business ActivitiesSells Insurance
Jeffrey is a landlord for a property in Denver since 2008, dedicating about 10-20% of his time. He also works as a guitarist and will be releasing an album on iTunes. Additionally, Jeffrey is a licensed insurance agent, spending nearly full-time on this work.
Employment History
Current Registrations
Alaska Wealth Management
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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
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