Jared Siegel is a registered investment advisor at Aerodigm Wealth LLC, based in Lake Oswego, OR, with 12 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 256 clients with $1.5B 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 | 0.95% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees may be negotiable. The advisory fees are inclusive of any fees charged by Focus Partners Advisor Solutions for administrative and/or sub-advisory services provided to your account, if any.
Fee Estimator
Location
5885 Meadows Road, Suite 200, Lake Oswego, OR, 97035
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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
Jared is a partner at Delap LLP, an accounting firm, since 2010. He spends about 10-20% of his time on business and product development, with some of that time during securities trading hours.
Employment History
Current Registrations
Aerodigm Wealth LLC
Previous Registrations
LPL Financial Corporation
Associated Securities CORP.
Strategic Wealth Advisors Group
Fsc Securities Corporation
State Registrations2 states
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