Jerad Waggy is a CFP-designated registered investment advisor at Firestone Capital Management INC, based in South Miami, FL, with 15 years of industry experience. Jerad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 2 more. Their firm serves 314 clients with $710M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
Location
7301 SW 57th Ct, Unit 450, South Miami, FL, 33143
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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
Firestone Capital Management INC
Previous Registrations
The Enrichment Group, INC.
State Registrations2 states
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