Jeffrey Tolsma is a registered investment advisor at Tolsma Investments, LLC, based in Bellevue, WA, with 14 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 132 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Bellevue, WA
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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
Jeffrey is a licensed insurance agent who offers education and advice to clients. He does not earn commission or residual income from this service.
Employment History
Current Registrations
Tolsma Investments, LLC
Previous Registrations
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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