Jeremy Mctaggart
Jeremy Mctaggart is a registered investment advisor at Primerica Advisors, based in Overland Park, KS, with 15 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 54,384 clients with $11B 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 $250K | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
5440 W 110th Street, Suite 300 Office 3087, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (3)
Financial
August 2019Financial
April 2016Criminal
August 1992Other Business Activities
Jeremy sells investment-related products for companies affiliated with PFS Investments Inc. He also works as an independent contractor for Wal Labs, does roof and gutter estimation and sales for Diamond Roof and Gutter, and is a Children's Ministry Director for Restoration Church, dedicating about 10-20% of his time to each of these activities.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
Previous Registrations
PFS Investments INC.Broker
State Registrations3 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.