Jeremiah Winters
Jeremiah Winters is a CFP-designated registered investment advisor at Founders Grove Wealth Partners, LLC, based in Richmond, VA, with 22 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 147 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FGWP charges an annual fee based on the value of your portfolio. This fee will not exceed 1.50% and is negotiable. The fee is billed quarterly in advance. Adjustments are made for deposits and withdrawals during the quarter that are more than $50,000. FGWP may combine the account values of family members to determine the applicable advisory fee. Clients will also be charged fees from Dynasty Financial Partners for certain programs, as well as fees charged by the independent managers FGWP selects.
Location
6802 Paragon Place, Suite 300, Richmond, VA, 23230
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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.
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Jeremiah is an investor in Caravel Concepts, LLC, a fintech company specializing in financial planning and asset allocation software. He dedicates minimal time to this activity and has no active role.
Employment History
Current Registrations
Founders Grove Wealth Partners, LLC
Previous Registrations
Salomon and Ludwin
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Clearing, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.