Jeremy Joiner
Jeremy Joiner is a CFP-designated registered investment advisor at Strategic Advisory Services, L.L.C., based in Houston, TX, with 16 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, Investment Management, Retirement Planning. Their firm serves 208 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Advisory Services does not directly manage your investments. Instead, they recommend third-party money managers (TPMMs) to manage your portfolio. You will pay the TPMM's fees, which are separate from Strategic Advisory Services' fees. Strategic Advisory Services' fee is based on a percentage of the assets managed by the TPMM.
There are two fee schedules:
Fee Schedule A: Includes investment policy statement, asset allocation, investment management, retirement distribution planning, and comprehensive financial planning.
Fee Schedule B: Includes investment policy statement, asset allocation, investment management, and retirement distribution planning.
Strategic Advisory Services also participates in the Managed Accounts Program through SEI Investments, where SEI manages assets based on a strategy selected with the client's input. SEI's fees are in addition to Strategic Advisory Services' fees.
Location
2925 Briarpark Dr., Suite 720, Houston, TX, 77042
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2019Employment History
Current Registrations
Strategic Advisory Services, L.L.C.
Previous Registrations
Invest Financial Corporation
United Capital Financial Advisers
Strategic Advisory Services, L.P.
Invest Financial Corporation
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.