Jeremy Kisner is a CFP-designated registered investment advisor at Corient, based in Phoenix, AZ, with 20 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
2415 E. Camelback Rd, Suite 700, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2011Regulatory
July 2009Other Business Activities
Jeremy is a landlord/owner of two residential rental properties since 2003. He coordinates with the property manager, pays bills, and files taxes, dedicating minimal time to this activity.
Employment History
Current Registrations
Corient
Previous Registrations
Surevest Private Wealth
Securities America, INC.Broker
Surevest Wealth Management
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
State Registrations2 states
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.