Jeremy Popper is a registered investment advisor at Halo Investment Services, LLC, based in Chicago, IL, with 13 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee charged to the advisor is 1.5%, which is negotiable. Fees are paid quarterly in arrears.
Fee Estimator
Location
Chicago, IL
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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
Halo Investment Services, LLC
Halo Securities, LLC
Halo Securities, LLCBroker
Previous Registrations
Advisors Asset Management, INC.Broker
Incapital Distributors LLCBroker
Incapital LLCBroker
Dws Investments Distributors, INCBroker
State Registrations4 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.
Exams
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