Jeremy Gassman is a registered investment advisor at Gassman Financial LLC, based in Salem, NH, with 28 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 307 clients with $110M 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 may be negotiable based on complexity of services, level of assets, complexity of financial planning, and overall relationship.
Fee Estimator
Location
85 Stiles Road, Suite # 101, Salem, NH, 03079
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy owns Gassman Financial LLC, where he sells insurance and annuities, dedicating about 10-20% of his time to this activity. He also owns the building that houses Gassman Financial LLC, spending minimal time on related tasks such as collecting rent and maintenance.
Employment History
Current Registrations
Gassman Financial LLC
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Lincoln Financial Securities Corporation
Jefferson Pilot Securities CORP
Informed Resources, INC.
Lincoln Financial Securities CorporationBroker
State Registrations3 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.