Jeremy Vernor
Jeremy Vernor is a registered investment advisor at Arkadios Wealth Advisors, based in Angleton, TX, with 21 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
121 E Myrtle St, Ste B, Angleton, TX, 77515
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 owns a fixed insurance business as a sole proprietorship since 2004, dedicating minimal time to it. He is also involved with real estate, a consulting LLC, rental property, and serves as Finance Committee Chair for a community foundation.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations9 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.