Jeremy Jones
Jeremy Jones is a registered investment advisor at Mdrn Capital, based in Greensboro, NC, with 6 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 569 clients with $340M 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 | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor. Certain clients may be grandfathered in at previous rates.
Fee Estimator
Location
Greensboro, NC
Get directionsHistory
Regulatory History (1)
Financial
September 2021Other Business ActivitiesSells Insurance
Jeremy is the owner, CEO, and marketing consultant for ROI Velocity LLC, providing digital marketing services, dedicating nearly full-time hours to this role. Jeremy also spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Mdrn Capital
Previous Registrations
Credit Union Investment Services
Credit Union Investment Services
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.
Exams
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