Jeremy Despain is a registered investment advisor at Advent Capital Strategies, LLC, based in Port Orchard, WA, with 7 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 24 clients with $3.4M 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 $50K | Included |
| $50K - $100K | Included |
| $100K - $250K | 0.95% |
| $250K - $749K | 0.85% |
| $749K - $2.0M | 0.75% |
| $2M+ | 0.45% |
For accounts with a market value of $99,999 or less, the fees are $750 (for $0-$49,999) and $950 (for $50,000-$99,999). The annual fees are negotiable.
Fee Estimator
Location
Port Orchard, WA
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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
Advent Capital Strategies, LLC
Previous Registrations
Key Investment Services LLCBroker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
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.