Jeremiah Smith
Jeremiah Smith is a CFP-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Stevens Point, WI, with 13 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
1020 Centerpoint Dr, Ste 100, Stevens Point, WI, 54481
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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
Jeremiah is a sole proprietor selling life, annuities, long-term care, and disability insurance, dedicating about a quarter of his time to this. He also owns Northern Way Wealth Management, offering investment advisory services, and this takes nearly full-time hours. Finally, Jeremiah is an instructor for retirement courses through the American Retirement Institute, spending minimal time on this activity.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Midwest Professional Planners, LTD.
MML Investors Services, LLC
Northwestern Mutual Investment Services,llc
State Registrations2 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.