Jeremy Ofseyer
Jeremy Ofseyer is a registered investment advisor at Flc Capital Advisors, based in Palm Desert, CA, with 12 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Retirement Planning, and 1 more. Their firm serves 322 clients with $710M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
FLC Capital Advisors charges for financial planning and consulting services on an hourly or flat fee basis:
- Hourly fees will not exceed $750 per hour.
- Flat fees will not exceed $10,000 per plan.
Location
74000 Country Club Dr., Palm Desert, CA, 92260
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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 →Other Business Activities
Jeremy is the sole owner and managing member of 7400H LLC, which owns and leases office space. This activity requires minimal time.
Employment History
Current Registrations
Flc Capital Advisors
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.