Jeremy Kees
Jeremy Kees is a registered investment advisor at Bahl & Gaynor LLC, based in Cedar Grove, NJ, with 18 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 889 clients with $21B 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 - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees and services are negotiable. The minimum annual account fee is $10,000, which may be waived or discounted.
Fee Estimator
Location
Cedar Grove, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
Jeremy works as an Institutional Portfolio Consultant for BG IS, LLC, distributing their products to financial professionals, dedicating full-time hours to this role. He is also a Registered Representative of Quasar Distributors, LLC.
Employment History
Current Registrations
Bahl & Gaynor LLC
Quasar Distributors, LLC
Quasar Distributors, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Edward Jones
Edward JonesBroker
State Registrations3 states
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
More Advisors
- Spenser Yeager, CFPRockefeller Capital Management
- Sarah Pezzino, CFPAvrio Wealth LLC
- Matthew Waldman, ChFCKestra Advisory Services, LLC