Jeromy Park
Jeromy Park is a registered investment advisor at Nwf Advisory Services INC, based in Orange, CA, with 22 years of industry experience. Jeromy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
1420 Chapman Ave., Orange, CA, 92866
Get directionsHistory
Regulatory History (1)
Criminal
February 1999Other Business ActivitiesSells Insurance
Jeromy is a partner in AE SIL Properties, LLC, involved in property leasing, and an insurance agent selling fixed insurance (life & health). He also works about half his time as an Investment Adviser Representative for NWF Advisory Services Inc, managing client investments.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations3 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.