Jeremy Bohne is a registered investment advisor at Paceline Wealth Management, LLC, based in Medfield, MA, with 8 years of industry experience. Jeremy 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, Retirement Planning. Their firm serves 15 clients with $19M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the sole discretion of Paceline. Certain legacy Clients may be subject to fee schedules that differ from the above.
Fee Estimator
Location
Medfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paceline Wealth Management, LLC
State Registrations2 states
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