Jeremy Ingram is a CFA-designated registered investment advisor at Beacon Harbor Wealth Advisors, based in Virginia Beach, VA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 572 clients with $610M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fees are negotiable.
Fee Estimator
Location
440 Viking Drive, Suite 200, Virginia Beach, VA, 23452
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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
Jeremy is the head wrestling coach at Norfolk Christian H.S. and a co-owner of Beacon Harbor Wealth Advisors Inc. and Guardian Partners LLC; he also serves as treasurer for Dunlap Garrick Community Foundation and is a member of EO (Entrepreneurs Organization).
Employment History
Current Registrations
Beacon Harbor Wealth Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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