Jack Holum is a registered investment advisor at Nbc Capital Advisors, based in Beaverton, OR. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,138 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NBC Capital Advisors charges an annual management fee based on the total value of your investments. The annual fee ranges up to 1.5%, assessed quarterly in advance. The fee can be structured as a fixed percentage, a tiered schedule, or a linear schedule. The firm may also charge a minimum quarterly fee.
Location
8625 SW Cascade Ave.,, Suite 410, 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.
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Current Registrations
Nbc Capital Advisors
State Registrations1 state
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