Jeremy Rettich
Jeremy Rettich is a registered investment advisor at Summit Capital Solutions LLC, based in Brentwood, TN, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Summit Capital Solutions provides investment advice as a sub-advisor to other registered investment advisor firms. Summit receives a sub-advisory fee that typically ranges between 0.20% to 0.50%.
Location
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
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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 is involved in several businesses, including Virtue Financial Advisors, LLC, Virtue Advisors, LLC, Virtue Capital Management, LLC, The Armament Depot, Summit Capital Solutions, LLC, RIA Compliance Firm, LLC, Producers Equity Group, Virtue Financial Holdings, LLC, and Jeremy M. Rettich Tennessee Investment Service Trust Agreement. He spends a significant amount of time on investment-related activities and also owns an insurance marketing organization, which allows him to receive fees and commissions when offering clients insurance products.
Employment History
Current Registrations
Summit Capital Solutions LLC
Virtue Capital Management, LLC
Previous Registrations
Summit Capital Solutions LLC
Brookstone Capital Management LLC
Kalos Management
State Registrations1 state
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