JD
CFA
JD
CFA

Jack Dukeminier

6 Years of Experience
Vancouver, WA

Jack Dukeminier is a CFA-designated registered investment advisor at Blue River Capital Management, based in Vancouver, WA, with 6 years of industry experience. Jack 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 35 clients with $20M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
35 clients
Average Client Portfolio
$580K average
Assets Under Management
$20.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.85%
$2.0M - $10.0M0.60%
$10M+0.35%

Fees are negotiable.

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

Vancouver, 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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Other Business Activities

Jack is a member of Lower 40 Enterprises, LLC, a property ownership LLC, since 2019. He spends minimal time on this activity.

Employment History
Current Registrations
Blue River Capital Management
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Baker Ellis Asset Management LLC
January 2020 - August 2023 · 3 yrs 7 mos
Tru Independence Asset Management, LLC
June 2019 - December 2019 · 6 mos
State Registrations2 states
ORWA
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.
Jack Dukeminier - Financial Advisor | TrueAdvisor