Jeremy Becker
Jeremy Becker is a registered investment advisor at Jeffery C. Welch and Associates, INC., based in Templeton, CA, with 19 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 288 clients with $28M 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 $250K | 1.80% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
These fees are for Non-Covered Call Portfolios (No Load Mutual Funds, Stocks, Bonds, Cash). In addition to the schedule, JCWA charges a one-time 1.00% fee of any amounts deposited into the account including the amount deposited at the time of the signing of the Investment Advisory Contract. Fees are negotiable, and family accounts may be aggregated for lower fees. Covered Call Managed Portfolios have a different fee schedule: $0 - $250,000: 1.75%, $250,001 - $500,000: 1.50%, $500,001 - $1,000,000: 1.25%, Above $1,000,00 1.00%
Fee Estimator
Location
Templeton, CA
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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 ActivitiesSells Insurance
Jeremy trains dogs for Type 1 diabetics, dedicating a few hours per week to this activity. He also sells annuities and life insurance as an independent contractor and receives passive income from Plexus Worldwide, a health food product network marketing firm.
Employment History
Current Registrations
Jeffery C. Welch and Associates, INC.
Previous Registrations
Tlg Advisors, INC.
State Registrations4 states
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