JH
JH

Jeremy Hendrickson

14 Years of Experience
Hampton, MN
Broker

Jeremy Hendrickson is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Hampton, MN, 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 Investment Management, Retirement Planning. Their firm serves 212,858 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
299 advisors
Number of Clients
212,858 clients
Average Client Portfolio
$76K average
Assets Under Management
$16.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K0.95%
$150K - $1000K0.90%
$1M+0.80%

You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hampton, MN

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Transamerica Retirement Advisors, LLC
December 2016 - Present · 9 yrs 7 mos
Transamerica Investors Securities, LLC
December 2014 - Present · 11 yrs 7 mos
Transamerica Investors Securities, LLCBroker
December 2014 - Present · 11 yrs 7 mos
Previous Registrations
Metlife Securities INC.
February 2014 - November 2014 · 9 mos
Metlife Securities INC.Broker
July 2011 - November 2014 · 3 yrs 4 mos
State Registrations52 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jeremy Hendrickson - Financial Advisor | TrueAdvisor