Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Fees negotiable for amounts over $30,000,000.
Fee Estimator
Contact
Jay Douglas Boekeloo
Location
12201 Emshoff Road, Brenham, TX, 77833
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 →Employment History
Current Registrations
Fairbanks Financial Wealth Management
High Note Financial LLC
Previous Registrations
Timepiece Financial Planning, INC.
State Registrations3 states
Exams
Additional Information
I currently work as a Fee-Only Financial Planner in Vancouver, WA where everyday I have the privilege of working with incredible clients and learning about each of their unique backgrounds. By taking the time to learn more about their history and their current beliefs regarding money, we are able to create a financial plan that also leverages their strengths and financial behaviors to increase their chances at achieving their financial goals.