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Jay Boekeloo

Advisor at Fairbanks Financial Wealth Management

Updated today

Firm

Fairbanks Financial Wealth Management

Location

Brenham, TX 77833

Credentials

CFP®, Series 65

Industry experience

6 years

Client services

Financial planning Portfolio management Selection of other advisers Insurance consulting/advisory

Fee options

Fixed

Fixed fees for specified services; typically half payable in advance; initial retainer of $2,500 or more common

Percentage

$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

Project-based

Up to $325/hour

Other

Minimum fee: $2,000 per quarter minimum fee Fee-only: Fixed annual or hourly fee; hourly fees not to exceed $325/hour

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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