Jay Boekeloo
Advisor at Fairbanks Financial Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fairbanks Financial Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fairbanks Financial Wealth Management
Location
Brenham, TX 77833
Credentials
CFP®, Series 65
Industry experience
6 years
Fixed fees for specified services; typically half payable in advance; initial retainer of $2,500 or more common
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.40% $20,000,000 - $30,000,000: 0.30% $30,000,000+: Negotiable
Up to $325/hour
Minimum fee: $2,000 per quarter minimum fee Fee-only: Fixed annual or hourly fee; hourly fees not to exceed $325/hour
High Note Financial LLC
2022 - Present (4 years)
Timepiece Financial Planning, Inc.
2020 - 2022 (2 years)
Timepiece Financial Planning, Inc.
2019 - 2022 (3 years)
Private Residence
2019 - 2019 (1 year)
Middleton & Company
2018 - 2019 (1 year)
Korg USA
2016 - 2018 (2 years)
Kansas State University
2016 - 2018 (2 years)
Gracewinds Music
2013 - 2016 (3 years)
Hit By Pitch Music
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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