Jeremy Dopp
Jeremy Dopp is a registered investment advisor at Iams Wealth Management, LLC, based in Mesa, AZ, with 14 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 5 more. Their firm serves 1,633 clients with $400M 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 $500K | 1.85% |
| $500K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.55% |
| $2M+ | 1.55% |
Fees over $2,000,000 are negotiable. Representatives may also negotiate a flat percentage rate not to exceed 1.85%. Third-party model providers may cost an additional 0.00% to 0.35%, and an annual $100 technology fee applies per account.
Fee Estimator
Location
1234 S. Power Rd #101, Mesa, AZ, 85206
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 manager, licensed agent, and producer at Security First Financial, an annuity/insurance related business, dedicating full-time hours during non-trading hours. He is also a partner at Legacy Lock, LLC, providing estate planning software, and a partner at The Producers Alliance, assisting with insurance marketing and sales, and a partner at Goosehead Insurance/AKA The McCleary Group, a Property & Casualty Insurance Agency.
Employment History
Current Registrations
Iams Wealth Management, LLC
Previous Registrations
Trek Financial
Regal Investment Advisors LLC
Secure Investment Management, LLC
Allegis Investment Advisors, LLC
Family Wealth Advisors
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.
Exams
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