Jeremy Gates
Jeremy Gates is a registered investment advisor at Gates Integrated Financial & Tax, LLC, based in Westfield, IN, with 6 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated. Annual fee is subject to a $600 minimum.
Fee Estimator
Location
Westfield, IN
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 →Other Business ActivitiesSells Insurance
Jeremy works full-time as a CPA providing tax services, financial planning, and investment services through Petry Wealth Management. He also maintains a real estate license in referral status, though he does not actively use it.
Employment History
Current Registrations
Gates Integrated Financial & Tax, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Genworth Financial Advisers Corporation
Clarity Financial Planning, P.C.
Genworth Financial Securities CorporationBroker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
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.
Exams
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