Jackson Yenor is a CFA-designated registered investment advisor at Archer Wealth Advisors, based in Coeur D'Alene, ID, with 5 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, Education Planning, Estate Planning, and 7 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.88% |
Fees are negotiable. Household accounts are aggregated for fee calculations.
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
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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