Jeremy Kisner is a CFP-designated registered investment advisor at Corient, based in Phoenix, AZ, with 21 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B 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 | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
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.
Exams
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