Andrew Jamison
Andrew Jamison is a CFP-designated registered investment advisor at Main Avenue Financial Services, LLC, based in Beaverton, OR, with 16 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 76 clients with $94M 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 $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees are negotiable. Financial planning is complimentary for clients with assets under management at Main Avenue Financial Services.
Fee Estimator
Contact
Andrew Jamison
Location
4900 SW Griffith Drive, Suite 210, Beaverton, OR, 97005
Get directionsHistory
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
Andrew is the treasurer for the Portland Basketball Officials Association (PBOA), managing the organization's finances and dedicating a few hours per week. He also officiates basketball games year-round, spending a few hours per week on this activity.
Employment History
Current Registrations
Main Avenue Financial Services, 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.
Exams
Additional Information
Andy Jamison, CFP®, has over two decades of experience working with financial planning and investment management clients. He teams with Jeff Bloch who came to the field after a successful career in high-tech. Prior to MAFS, he was a financial advisor at Ameriprise Financial and graduated with honors from Linfield College with a BA in Business with an emphasis in Economics and Finance where he was a 4 year letterman on the Wildcats football team. Go Cats!