Jeremy Tate is a registered investment advisor at Tate Capital Group, based in Newport Beach, CA, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 30 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. When TCG decides to utilize other managers, clients will pay the management fees for those subadvisors and TPMs. The fees assessed will vary dependent upon the TPM / subadvisor selected. TCG will also charge a platform fee when utilizing other advisers: - **$250,000 - $1,000,000**: 0.20% - **$1,000,001 - $2,000,000**: 0.15% - **$2,000,001 - $5,000,000**: 0.10% - **$5,000,001 - $10,000,000**: 0.08% - **$10,000,001 +**: 0.06% The TPMs fee will vary depending on the TPM / subadvisor selected. These fees will typically range from 0.10% - 1.00%
Fee Estimator
Location
120 Newport Center Drive, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
September 2018Criminal
December 2016Employment History
Current Registrations
Tate Capital Group
Previous Registrations
Balboa Wealth Partners, INC.
Morgan Stanley
Morgan StanleyBroker
Edward Jones
Edward JonesBroker
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.