Jay Greer is a registered investment advisor at Blue Water Asset Management, based in Grand Haven, MI, with 16 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 940 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The advisory fee is negotiable.
Fee Estimator
Location
Grand Haven, MI
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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.
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Jay is the President/Managing Member of Jay Greer & Co, LLC, a financial planning and investment company, dedicating full-time hours. He is also a partner and 20% owner of RenuCell Group, LLC, a health care company, spending a few hours per week on strategic planning and oversight. Jay also has minimal time commitment to farmland ownership.
Employment History
Current Registrations
Blue Water Asset Management
Previous Registrations
Capital Asset Advisory Services, LLC
Wealth Creation & Preservation, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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