Jeremy Wallace is a registered investment advisor at Wallace Hart Capital Management, based in Lexington, KY, with 24 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, Retirement Planning. Their firm serves 225 clients with $260M 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 $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee schedule applies to accounts custodied at Raymond James. For accounts custodied at Fidelity or TIAA, the fee schedule is: - $0 - $999,999: 1.00% - $1,000,000 - $2,999,999: 0.85% - $3,000,000 - $4,999,999: 0.75% - $5,000,000 - $9,999,999: 0.65% - $10,000,000+: Negotiable
Fee Estimator
Location
1792 Alysheba Way, Suite 390, Lexington, KY, 40509
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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 →Employment History
Current Registrations
Wallace Hart Capital Management
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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