CJ
CFA
CJ
CFA

Christopher Jernstrom

7 Years of Experience
Seattle, WA

Christopher Jernstrom is a CFA-designated registered investment advisor at Ironstream Capital, LLC, based in Seattle, WA, with 7 years of industry experience. Christopher 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, High Net Worth, and 2 more. Their firm serves 40 clients with $75M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
40 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$74.9M

Fee Structure

Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.40%

Family members living in the same household may have their account values combined to determine the applicable advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Seattle, WA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ironstream Capital, LLC
June 2018 - Present · 7 yrs 11 mos
State Registrations3 states
AKTXWA
Advisor

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
No exam information available for this advisor.