Jarah Macfarlane is a registered investment advisor at Macfarlane Investors, based in Seattle, WA, with 4 years of industry experience. Jarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 109 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Macfarlane Investors charges an onboarding fee to create a financial plan. After that, clients pay a percentage of their investments managed by Macfarlane Investors. There are two fee schedules:
Current Standard Schedule (generally applied to new clients): 1.00% of the value of your portfolio, billed quarterly.
Legacy Schedule (for certain existing clients):
- $0-$192,900: 0.00%
- $192,901-$249,999: 0.50%
- $250,000-$499,999: 0.625%
- $500,000-$999,999: 0.750%
- $1,000,000-$1,999,999: 0.875%
- $2,000,000+: 1%
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Macfarlane Investors
State Registrations5 states
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