Jacob Demharter is a registered investment advisor at Threadline Wealth, based in portland, OR, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,246 clients with $5.8B 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a graduated basis. Threadline Wealth reserves the right to negotiate fees based on factors including account size, complexity, and anticipated future assets. Institutional clients have a separate fee schedule.
Fee Estimator
Location
805 SW Broadway, portland, OR, 97205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Threadline Wealth
Previous Registrations
Osaic Wealth, INC.
Driven Investments LLC
State Registrations1 state
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