Jeremy Wenner is a registered investment advisor at Ieq Capital, LLC, based in Foster City, CA, 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 Investment Management. Their firm serves 1,963 clients with $35B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IEQ Capital charges an annual management fee of up to 1% of the assets they manage. The fee is negotiable and can vary based on the type of account, the client's relationship with IEQ, the size and complexity of the assets, and the investment strategies used. Some clients have a minimum quarterly fee of $6,250, but this can be negotiated lower. For clients invested in private funds where IEQ serves as a sub-advisor, IEQ receives a sub-advisory fee of up to 1.0% directly from the fund instead of collecting management fees under the investment management agreement.
Location
950 Tower Lane, Suite 1800, Foster City, CA, 94404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ieq Capital, LLC
Previous Registrations
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Jefferies LLCBroker
Jefferies Investment Advisers, LLC
Thomas Weisel Partners LLC
Thomas Weisel Partners LLCBroker
San Francisco Sentry Investment Group
S F Sentry Securities, INC.Broker
Banc of America Securities LLCBroker
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.