Jeremy Walter is a CFP-designated registered investment advisor at Fident Financial, LLC, based in Lancaster, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 86 clients with $55M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.3M | 0.60% |
| $1.3M+ | 0.50% |
Fees may be negotiable in certain circumstances. Any ongoing client of Fident Financial will be subject to a minimum of $6,000/year, which may be reduced by the fees received by Fident Financial by Investment Management Services.
Fee Estimator
Location
Lancaster, PA
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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
Fident Financial, LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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