Jackson Yenor is a CFA-designated registered investment advisor at Archer Wealth Advisors, based in Coeur D'Alene, ID, with 4 years of industry experience. Jackson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 133 clients with $80M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.88% |
Fees are negotiable and may be waived or discounted for associates and their family members. If a sub-adviser is used, the combined asset-based fee will not exceed 2.00%.
Fee Estimator
Location
418 E Lakeside Ave, Suite 6, Coeur D'Alene, ID, 83814
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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
Jackson works as a Senior Analyst at Archer Strategic Advisors, PLLC, an accounting practice, providing fractional CFO work, tax strategy & compliance services. This involves approximately half of Jackson's time.
Employment History
Current Registrations
Archer Wealth Advisors
Previous Registrations
Tumwater Wealth Management, LLC
State Registrations4 states
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