Jeremy Mccurdy is a CFP-designated registered investment advisor at 3t Advisors LLC, based in Waco, TX, with 16 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.40% |
Fees are negotiable for amounts over $3,000,001.
Fee Estimator
Location
Waco, TX
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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 Activities
Jeremy provides tax preparation services as a CPA, dedicating about 10-20% of his time. Additionally, he offers outsourced CFO consulting services to non-profit organizations, which takes nearly full-time hours.
Employment History
Current Registrations
3t Advisors LLC
State Registrations1 state
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