Jeremy Ellisor
Jeremy Ellisor is a registered investment advisor at Convergent Financial Group, based in Mount Pleasant, SC, with 14 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, Investment Management. Their firm serves 210 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergent Financial Group's investment management fees range from 0.50% to 1.50% of the value of your portfolio. The exact fee depends on your specific agreement with the firm. Fees are paid monthly, in advance, and are prorated for partial months or additional deposits. Charles Schwab is the recommended custodian.
Location
3850 Bessemer Road, Ste 210, Mount Pleasant, SC, 29466
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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
Jeremy is licensed to sell insurance in South Carolina and may receive compensation for these sales, which are disclosed to clients. He spends about 10% of his time on this activity.
Employment History
Current Registrations
Convergent Financial Group
Previous Registrations
E & R Wealth Management, LLC
Securian Financial Services, INC.
State Registrations1 state
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.