Jeremy Kokemor is a CFA-designated registered investment advisor at Right Tail Capital LLC, based in Henrico, VA, with 10 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 55 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee is negotiable. Firm also offers a performance-based fee option, where clients pay 25% of the annual portfolio performance above 6%. Clients that elect to pay a performance fee will not be charged the standard asset management fee. This fee is also negotiable.
Fee Estimator
Location
Henrico, VA
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 →Employment History
Current Registrations
Right Tail Capital LLC
Previous Registrations
Thompson Siegel & Walmsley LLC
Nylife Distributors LLCBroker
Ewing Bemiss & CO.Broker
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.