Jeremy Six is a registered investment advisor at Foster & Wood, INC., based in Lake Oswego, OR, with 1 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 107 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Foster & Wood charges a percentage of your portfolio each year for investment management. The specific rate is agreed upon in your investment advisory agreement, but the maximum annual fee is 1.00%. The fee is based on the value of the assets in the account and is billed quarterly. Fees may be negotiable based on the size of the account, complexity, or activity.
Location
5 Centerpointe Drive, Suite 400, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Foster & Wood, INC.
State Registrations1 state
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