Jeremy Smith
Jeremy Smith is a registered investment advisor at Seros Wealth Partners, based in Gilbert, AZ, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 457 clients with $360M 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 $500K | 1.90% |
| $500K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.60% |
Fees are negotiable. Sub-adviser platform fees may apply in addition to this schedule.
Fee Estimator
Location
155 E Rivulon Blvd, Suite 304, Gilbert, AZ, 85297
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2024Other Business ActivitiesSells Insurance
Jeremy is the owner of Seros Financial LLC, a registered investment advisor, and Seros Insurance, providing insurance services. He also has ownership or management roles in several real estate and business-related entities, and is an assistant football coach.
Employment History
Current Registrations
Seros Wealth Partners
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Newmark Capital Management, LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
Sagepoint Financial, INC.Broker
Alliance Financial Group, INC.
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.
Exams
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