Jeremy Ellis
Jeremy Ellis is a CFA-designated registered investment advisor at Campbell Newman Asset Management INC, based in Milwaukee, WI, 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 High Net Worth, Investment Management. Their firm serves 1,382 clients with $1.3B 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 | 0.95% |
Fees are negotiable based on certain factors including type of client, assets under management and special service requests. Large Cap Dividend Growth and Large Cap Growth strategies begin at 0.85%. Small Cap Growth strategy begins at 0.95%.
Fee Estimator
Location
330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI, 53202
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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 →Employment History
Current Registrations
Campbell Newman Asset Management INC
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
United Capital Financial Advisers
Spot Trading L.L.C.Broker
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.