Donald Bredehoeft
Donald Bredehoeft is a registered investment advisor at Optimum Capital Strategies, based in Beaverton, OR, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 50 clients with $34M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Equity Portfolios: 1.50% on assets between $100,000 and $5,000,000; 1.25% on assets between $5,000,000 and $10,000,000; 1.00% on assets over $10,000,000. ETF Portfolios: 1.00% on assets under management. Fixed Income Portfolios: 0.75% on assets under management. Fees are generally negotiable.
Fee Estimator
Location
4900 SW Griffith Drive, #269, Beaverton, OR, 97005
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2020Employment History
Current Registrations
Optimum Capital Strategies
Previous Registrations
TD Ameritrade, INC.
Ameritrade Advisory Services LLC
Amerivest Investment Management, LLC
State Registrations2 states
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