Jeremy Sharp
Jeremy Sharp is a ChFC-designated registered investment advisor at Redeem Wealth Management, based in Gilbert, AZ, 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 Business Owners, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 224 clients with $100M 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 | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. Accounts opened at Betterment will be assessed a 0.12% annualized asset-based fee, which is in addition to our own fee per the fee schedule above.
Fee Estimator
Location
2162 E Williams Field Rd Suite 111, Gilbert, AZ, 85295
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 insurance agent selling insurance products through Stewardship Planning, LLC, dedicating minimal time to this activity. He is also a managing member and investment advisor representative (IAR) at Stewardship Financial, LLC, spending about a quarter of his time on investment advice.
Employment History
Current Registrations
Redeem Wealth Management
Previous Registrations
Stewardship Financial
LPL Financial LLC
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.