Jeffrey Strode is a registered investment advisor at Grange Capital, LLC, based in Beaverton, OR, with 3 years of industry experience. Jeffrey 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 247 clients with $200M 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 | 2.00% |
| $1M+ | 1.00% |
Fees and account minimums may be negotiable.
Fee Estimator
Location
6600 SW 105th Ave,, Suite 220, Beaverton, OR, 97008
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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
Jeffrey works part-time as a Mortgage Advisor with Borrowsmart Mortgage since July 2022, dedicating about a quarter of his time. He helps individuals assess real estate loan options and manages the loan approval process.
Employment History
Current Registrations
Grange Capital, 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.