Advisor at Main Avenue Financial Services, LLC
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Firm
Main Avenue Financial Services, LLC
Location
Beaverton, OR 97005
Credentials
CFP®, Series 63, Series 66
Industry experience
16 years
Andrew Jamison is a CFP® with 16 years of industry experience and has been with Main Avenue Financial Services, LLC since 2009. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Jamison serves as treasurer for the Portland Basketball Officials Association and also officiates basketball games year-round. Main Avenue Financial Services, LLC is a fee-only advisory firm serving individuals, families, trusts, and retirement plan participants. The firm manages approximately $94 million with a two-advisor team, employing a long-term, buy-and-hold strategy using actively managed and index mutual funds and ETFs, with portfolios managed primarily on a non-discretionary basis.
Based on Main Avenue Financial Services, LLC
Based on Main Avenue Financial Services, LLC
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.40% $2,000,001+: 0.30%
Financial planning charged at $250 per hour.
Fee-only: Financial planning at $250 per hour; financial planning for clients with AUM is complimentary.
4900 Sw Griffith Drive, Suite 210
Beaverton, OR 97005
Arizona · California · Oregon · Washington
Main Avenue Financial Services
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®
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Empowering Finance, LLC
At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/
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