Jeremy Houy is a registered investment advisor at Vickerman Investment Advisors, INC., based in Spokane, WA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 431 clients with $630M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiated based on individual client circumstances, familial relationships, complexity of relationship, existing client, etc. Some existing clients are on a lower fee schedule.
Fee Estimator
Location
4102 S Regal Street, Suite 202, Spokane, WA, 99223
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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 →Employment History
Current Registrations
Vickerman Investment Advisors, INC.
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
First Investors CorporationBroker
State Registrations1 state
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.