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CFP
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CFP

Jeremy Strickler

Advisory Services Network
28 Years of Experience
Greenville, SC
View SEC Summary
View SEC Summary

Jeremy Strickler is a CFP-designated registered investment advisor at Advisory Services Network, based in Greenville, SC, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
253 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

130 S Main St., Suite 600, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeremy has 100% ownership of Williams Wealth Inc, a service corporation, since 2015. He spends minimal time on this activity.

Employment History
Current Registrations
Advisory Services Network
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2015 - August 2021 · 6 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
May 2015 - August 2021 · 6 yrs 3 mos
Raymond James & Associates, INC.
October 2001 - May 2015 · 13 yrs 7 mos
Raymond James & Associates, INC.Broker
July 2000 - May 2015 · 14 yrs 10 mos
MML Investors Services, INC.Broker
July 1998 - July 2000 · 2 yrs
State Registrations2 states
SCTX
Advisor

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.

Exams
No exam information available for this advisor.
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