Rongke Lin is a registered investment advisor at Jar Advisor, based in Seattle, WA, with 5 years of industry experience. Rongke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $6M 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 $250K | 0.50% |
| $250K - $1.0M | 0.45% |
| $1M+ | 0.40% |
All fees are negotiable. Total fees charged by our firm and any third-party money managers will not exceed 2% of assets under management.
Fee Estimator
Location
12352 38th Ave Ne, Seattle, WA, 98125
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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
Jar Advisor
Previous Registrations
Blackrock Investments, LLCBroker
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.