Fred Jones is a registered investment advisor at Wiregrass Asset Management, based in Thomasville, GA, with 25 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 330 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wiregrass Asset Management charges a single, combined fee for investment management and financial planning services, ranging from 0.50% to 1.50% annually, based on the value of your portfolio. The fee is paid quarterly, in advance. The specific fee depends on the complexity of services, the amount of assets managed, and the overall relationship with Wiregrass. Fees may be negotiable.
Location
317 Kern Street, Thomasville, GA, 31792
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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 Activities
Fred is forming a partnership with his father for estate purposes related to a family farm. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wiregrass Asset Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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.