Jeremy Anderson
Jeremy Anderson is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 11 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.
Location
8925 West Post Road, 2nd Floor, Las Vegas, NV, 89148
Get directionsHistory
Regulatory History (1)
Criminal
January 2017Other Business Activities
Jeremy is a registered investment advisor DBA with WCG Wealth Advisors, LLC since 2021. He also serves on the board of trustees for the Southern Nevada Sports Hall of Fame (since 2016) and the board of directors for the Las Vegas Golf Hall of Fame (since 2019).
Employment History
Current Registrations
The Wealth Consulting Group
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.