Jess Bogumil is a registered investment advisor at Fluence Wealth Management LLC, based in Tigard, OR. Jess operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fee schedule is for non-plan assets. Plan assets have a different fee schedule: First $1M: 0.80%, Next $1M-$5M: 0.75%, Next $5M-$10M: 0.72%, Over $10M: 0.65%. Plan accounts are subject to a minimum annual fee of $1,200 if the market value of the plan's assets is less than $150,000.
Fee Estimator
Location
Tigard, OR
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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 →Employment History
Current Registrations
Fluence Wealth Management LLC
State Registrations1 state
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