Jeremy Ziemer
Jeremy Ziemer is a registered investment advisor at Million Pebbles, based in Colorado Springs, CO, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 33 clients with $8.9M 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 | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Colorado Springs, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2013Other Business ActivitiesSells Insurance
Jeremy owns Ziemer Elevated Insurance and works as an insurance agent since 2021. He dedicates about 10% of his time to the sale of insurance products.
Employment History
Current Registrations
Million Pebbles
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.