JH
JH

Jeremiah Hughes

15 Years of Experience
Midvale, UT
Broker

Jeremiah Hughes is a registered investment advisor at Mhl Tamp, based in Midvale, UT, with 15 years of industry experience. Jeremiah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K0.68%
$25K - $50K0.68%
$50K - $100K0.58%
$100K - $250K0.48%
$250K - $1.0M0.38%
$1.0M - $5.0M0.28%
$5M+0.18%

Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.

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

6900 South 900 East, Suite 200, Midvale, UT, 84047

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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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Other Business Activities

Jeremiah refers business to TomiPlan, a financial planning company, and receives a referral fee. This activity takes a few hours per week, including time during securities trading hours.

Employment History
Current Registrations
Mhl InvestmentsBroker
October 2024 - Present · 2 yrs
Everspire
October 2024 - Present · 2 yrs
Previous Registrations
Morgan Stanley
September 2023 - October 2024 · 1 yr 1 mo
Morgan StanleyBroker
March 2023 - October 2024 · 1 yr 7 mos
E*trade Capital Management, LLC
March 2018 - September 2023 · 5 yrs 6 mos
E*trade Securities LLCBroker
March 2018 - September 2023 · 5 yrs 6 mos
TD Ameritrade, INC.
September 2011 - March 2018 · 6 yrs 6 mos
TD Ameritrade Investment Management, LLC
September 2011 - March 2018 · 6 yrs 6 mos
TD Ameritrade, INC.Broker
September 2011 - March 2018 · 6 yrs 6 mos
State Registrations9 states
CACOFLMDNYORTXUTWA
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.
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