Theodora Jamison is a CFA-designated registered investment advisor at Change Global Investment, LLC, based in Camas, WA, with 14 years of industry experience. Theodora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rate is for Separately Managed Accounts only and may be negotiable. The firm also manages pooled investment vehicles (partnerships) with different fee structures.
Fee Estimator
Location
416 NE Dallas Street, Suite 202, Camas, WA, 98607
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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
Change Global Investment, LLC
Previous Registrations
Nicholas-Applegate Capital Management LLC
State Registrations1 state
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