Jeremy Kirkland is a CFA-designated registered investment advisor at Redmond Asset Management, LLC, based in Henrico, VA, with 15 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 298 clients with $540M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for standard equity strategies. Equity Income strategy rates are 0.85% on the first $2 million, 0.75% on the next $3 million, and 0.50% thereafter. Fixed income strategies are a flat 0.50%. All fees are negotiable and total fees for a client relationship do not exceed 2.00%.
Fee Estimator
Location
410 North Ridge Road, Suite 100, Henrico, VA, 23229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Redmond Asset Management, LLC
State Registrations1 state
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Exams
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