Jeremy Bardin
Jeremy Bardin is a CFA-designated registered investment advisor at Elevate Capital Management, L.L.C., based in San Francisco, CA, with 22 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $35M 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 are generally negotiable.
Fee Estimator
Location
One Embarcadero Center, Suite 400, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2011Other Business Activities
Jeremy is the CFO and a board member of Fourth Pillar, Inc., an alternative health products company, since March 2023. This takes about 10-20% of Jeremy's time.
Employment History
Current Registrations
Elevate Capital Management, L.L.C.
Previous Registrations
Elevate Wealth Management, L.L.C.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Fidelity Brokerage Services, INC.Broker
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.