Jeremy Lindsey
Jeremy Lindsey is a registered investment advisor at Clarity Advisors Group, INC., based in Redlands, CA, with 11 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
If the client has elected CAG to manage the clients portfolio directly, fees are typically deducted from your managed account, and you must provide the custodian holding your assets with written authorization to have the fees deducted and paid directly to us. Each Nepsis and Worth charges a maximum annual fee of 2.50%, which is billed quarterly, in advance. CAG’s 1% fee is included and a part of the 2.50% Wrap-Fee.
Fee Estimator
Location
Redlands, CA
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Regulatory History (1)
Customer Dispute
November 2021Other Business ActivitiesSells Insurance
Jeremy sells life insurance and annuities as a sole proprietor since 2020, dedicating about 10-20% of his time to this activity. He also owns Clarity Tax Advisors, Inc., involved in tax preparation, planning, bookkeeping, and business consulting since 2017, dedicating about 10-20% of his time.
Employment History
Current Registrations
Clarity Advisors Group, INC.
Previous Registrations
Lindsey Financial, INC.
Lindsey Financial, INC.
State Registrations1 state
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.