Jeremy Chused is a registered investment advisor at Provenio Capital, based in Newport Beach, CA, with 18 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 124 clients with $1.6B 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 $15.0M | 1.00% |
| $15.0M - $25.0M | 0.85% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.45% |
| $45.0M - $80.0M | 0.35% |
| $80.0M - $130.0M | 0.25% |
| $130M+ | 0.20% |
Fee schedule applies to alternative assets. Equities: 0.50%. Fixed Income: 0.25%. Standard fee schedule is negotiable based on several factors. Provenio Capital manages some accounts without charge at their discretion.
Fee Estimator
Location
4400 Macarthur Blvd., Suite 300, Newport Beach, CA, 92660
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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 →Employment History
Current Registrations
Provenio Capital
Previous Registrations
Provenio Capital
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Icg Advisors, LLC
J.p.morgan Securities INC.
J.p.morgan Securities INC.Broker
State Registrations1 state
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