Jeremiah Butout
Jeremiah Butout is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 18 years of industry experience. Jeremiah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
4001 E Mountain Sky Ave., #206, Phoenix, AZ, 85044
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2012Regulatory
September 2008Other Business ActivitiesSells Insurance
Jeremiah operates Alpha Rising Wealth Management as a DBA for his LPL business and sells non-variable insurance products including fixed life, disability, long-term care, fixed annuities, and P&C insurance, dedicating about a quarter of his time to each. He also works as a handyman, is a trustee for a family trust, runs a family salsa business, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England SecuritiesBroker
State Registrations7 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
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