Jeremy Clark
Jeremy Clark is a registered investment advisor at Osaic Advisory Services, LLC, based in Mayfield Hts, OH, with 27 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
5900 Landerbrook Drive, Suite 205, Mayfield Hts, OH, 44124
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 is a licensed insurance agent selling variable annuities and other insurance products, dedicating a few hours per week to each. He also serves as treasurer for a Parkinson's non-profit, is an investment adviser representative, is on a church endowment committee, and is on the board of the Greater Cleveland Sports Hall of Fame.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Girard Securities, INC.
Girard Securities, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
MML Investors Services, INC.Broker
State Registrations5 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.