Jeremy Pifer
Jeremy Pifer is a CFP-designated registered investment advisor at Firelands Wealth Management, LLC, based in Huron, OH, with 15 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, Retirement Planning. Their firm serves 186 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
352 Main Street, Huron, OH, 44839
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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 works as an insurance agent at Manbeck, Caputo & Pifer, selling life insurance since 2014. This requires minimal time commitment.
Employment History
Current Registrations
Firelands Wealth Management, LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
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.