Jeremy Brandt is a registered investment advisor at Skyoak Wealth, based in Southfield, MI, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 450 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees vary based on account size, time necessary to manage, asset mix, and scope of work, ranging from as low as 0.05% to as high as 1.95%. Fees may be negotiated at the firm's discretion.
Fee Estimator
Location
28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034
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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 an insurance agent with Brandt, Kelly & Simmons Securities, LLC since 2006. He dedicates minimal time to this activity.
Employment History
Current Registrations
Skyoak Wealth
Previous Registrations
Bks Advisors, LLC
Brandt, Kelly & Simmons Securities, LLCBroker
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.
Exams
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