Jeffrey Mccullough is a CFP-designated registered investment advisor at Koenig Investment Advisory, LLC, based in Ashland, OR, with 17 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, Financial Planning & Coaching, and 4 more. Their firm serves 293 clients with $260M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Households in an employer-based plan with more than $2 million in assets will pay a flat 0.5% fee.
Fee Estimator
Location
739 N Main Street, Ashland, OR, 97520
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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 →Employment History
Current Registrations
Koenig Investment Advisory, LLC
Previous Registrations
Mylaunch, LLC
Koenig Investment Advisory, LLC
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Hornor, Townsend & Kent, INC.
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.