Jeremyi Sanchez
Jeremyi Sanchez is a CFP-designated registered investment advisor at Westmark Wealth Management, based in Phoenix, AZ, with 17 years of industry experience. Jeremyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 391 clients with $160M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Location
5050 North 40th Street, Ste 140, Phoenix, AZ, 85018
Get directionsHistory
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
Jeremyi is an insurance producer at Westmark Wealth Management, LLC, selling various insurance products since 2013, dedicating about 10-20% of their time. Jeremyi also contributes to and manages The People's Finance Channel, a YouTube channel posting educational videos, spending a few hours per week.
Employment History
Current Registrations
Westmark Wealth Management
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
World Group Securities, INC.Broker
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.