Jeremy Remily
Jeremy Remily is a registered investment advisor at Intercarolina Financial Services, INC., based in Wahpeton, ND, with 18 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 271 clients with $85M 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 | 1.50% |
Fees are negotiable with a maximum of 1.50% annually. The firm also participates in wrap fee programs with separate fee structures.
Fee Estimator
Location
319 11th Street North, Wahpeton, ND, 58075
Get directionsHistory
Regulatory History (1)
Criminal
October 2004Other Business ActivitiesSells Insurance
Jeremy is the President of Great Plains Capital Mortgage, where he works on mortgage loan origination for about a third of his time. He is also the sole proprietor of Great Plains Capital Investments, an insurance agency, spending about 10-20% of his time offering fixed insurance products.
Employment History
Current Registrations
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.
Intercarolina Financial Services, INC.Broker
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations4 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.
Exams
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