Jeremy Thompson
Jeremy Thompson is a CFP-designated registered investment advisor at Adaptive Financial Consulting, LLC, based in Beachwood, OH, with 23 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 261 clients with $550M 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 $2.0M | 1.00% |
| $2.0M - $3.5M | 0.90% |
| $3.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
3401 Enterprise Parkway, Suite 340, Beachwood, OH, 44122
Get directionsHistory
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
Jeremy is a licensed insurance agent. More information is needed to determine the types of insurance sold or time commitment.
Employment History
Current Registrations
Adaptive Financial Consulting, LLC
Previous Registrations
Stratos Wealth Partners, LTD
Lincoln Financial Advisors Corporation
State Registrations4 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.