Jeremiah Mccarthy
Jeremiah Mccarthy is a CFP-designated registered investment advisor at Mccarthy Wealth & Tax Advisors, based in Springboro, OH, with 23 years of industry experience. Jeremiah 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 272 clients with $200M 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 | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Legacy clients may be subject to a different fee schedule. Advisory fees charged by the investment managers on the FMAX platform are separate and apart from McCarthy Wealth & Tax Advisors' advisory fees.
Fee Estimator
Location
115 South Main Street, Springboro, OH, 45066
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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 →Other Business ActivitiesSells Insurance
Jeremiah is a financial planner at Premier Financial Solutions and a partner at McCarthy Tax SVC, where he works as a tax preparer. He spends about 10-20% of his time on tax preparation.
Employment History
Current Registrations
Mccarthy Wealth & Tax Advisors
Previous Registrations
Esi Financial Advisors
AXA Advisors, LLC
State Registrations2 states
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