Jeremy Fritz
Jeremy Fritz is a registered investment advisor at Alight Financial Advisors, LLC, based in Huntersville, NC, with 25 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 195,957 clients with $35B 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 $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
Location
Huntersville, NC
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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
Alight Financial Advisors, LLC
Alight Financial Solutions, LLC
Alight Financial Solutions, LLCBroker
Previous Registrations
Hewitt Financial Services LLC
E*trade Securities LLCBroker
Harrisdirect LLCBroker
Nylife Securities INC.Broker
State Registrations52 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.