Jeremy Mcclymonds
Jeremy Mcclymonds is a registered investment advisor at Form Prosperity Wealth Advisors, LLC, based in Chandler, AZ, with 17 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 309 clients with $110M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.40% |
| $1M+ | 1.25% |
The annual fee is negotiable based upon certain criteria. For accounts less than $50,000, the asset management fee will be greater than the fee percentage outlined in the schedule above due to the required minimum account fee.
Fee Estimator
Location
1490 South Price Road, Suite #105, Chandler, AZ, 85286
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
Jeremy is an independent fixed insurance agent for ASH Brokerage since 2011, dedicating a few hours per week. He also manages several LLCs, including real estate, tool distribution, and financial management, each requiring minimal time commitment, with one LLC taking about 10-20% of his time.
Employment History
Current Registrations
Form Prosperity Wealth Advisors, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Clarus Wealth Advisors, LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations4 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.