Jeremie Mckee
Jeremie Mckee is a registered investment advisor at Stonebridge Asset Management LLC, based in Corona, CA, with 19 years of industry experience. Jeremie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.80% |
| $750K - $2.0M | 1.40% |
| $2M+ | 1.00% |
Fees are negotiable and may be discounted at Stonebridge's discretion. Some clients may be under different fee schedules honoring prior agreements. SAM may aggregate related client accounts for purposes of calculating the advisory fee rate applicable to the client.
Fee Estimator
Location
Corona, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Other Business ActivitiesSells Insurance
Jeremie operates as an insurance agent selling insurance and annuity products. This activity takes a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
Stonebridge Asset Management LLC
Previous Registrations
Wealth Management, LLC
Springboard Capital Management, INC.
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.