Jaclyn Roof is a CFP-designated registered investment advisor at Fiduciary Counselling INC, based in Tacoma, WA, with 6 years of industry experience. Jaclyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,761 clients with $10B 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 | 0.70% |
| $1.0M - $2.0M | 0.68% |
| $2.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.46% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.31% |
| $50.0M - $75.0M | 0.28% |
| $75.0M - $100.0M | 0.23% |
| $100.0M - $200.0M | 0.16% |
| $200.0M - $300.0M | 0.10% |
| $300M+ | 0.08% |
Fees are generally billed quarterly in arrears. Minimum annual fees apply depending on account type ($1,000 standard minimum for individuals and foundations; $250-$500 for certain trusts).
Fee Estimator
Location
1145 Broadway Plaza, Suite 1500, Tacoma, WA, 98402
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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
Fiduciary Counselling INC
Previous Registrations
Laird Norton Wealth Management
State Registrations1 state
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
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