Jarrod Sleppy is a registered investment advisor at Legacy Edge Advisors, based in Sarver, PA, with 14 years of industry experience. Jarrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 532 clients with $1.2B 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 | 2.50% |
Annual fee ranges up to 2.50% of assets under management. Fees are generally negotiable and may be charged as a single rate or tiered rate.
Fee Estimator
Location
Sarver, PA
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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
Legacy Edge Advisors
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Citizens Securities, INC.Broker
Citizens Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PFS Investments INC.Broker
State Registrations1 state
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