JB
CFP
JB
CFP
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
40 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$102.8M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Minimum account size is generally $1,000,000, implying a minimum fee of $10,000, but may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
460 N. Main Street, Suite 304, Glen Ellyn, IL, 60137
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2003Closed-No Action
Other Business Activities
Jeremiah owns 90% of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various investment and development projects. He also owns 50% of M1 Capital LLC and M2 Capital LLC, which manage digital assets/crypto hedge funds; these activities take about 40% of Jeremiah's time.
Employment History
Current Registrations
Laureate Wealth Management, LLC
September 2014 - Present · 11 yrs 6 mos
Previous Registrations
Promus Capital, LLC
January 2011 - August 2014 · 3 yrs 7 mos
Laureate Wealth Management LLC
July 2009 - November 2010 · 1 yr 4 mos
Duff & Boynton, LLC
July 2007 - December 2009 · 2 yrs 5 mos
Triad Advisors, INC.
June 2007 - July 2007 · 1 mo
Wachovia Securities Financial Network, LLC
May 2004 - July 2007 · 3 yrs 2 mos
A. G. Edwards & Sons, INC.
December 2002 - May 2004 · 1 yr 5 mos
State Registrations2 states
ILTX
Advisor
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Exams
No exam information available for this advisor.