Jeremy Pardue
Jeremy Pardue is a registered investment advisor at Atlas Wealth Management, based in South Euclid, OH, with 10 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 7 clients with $3.3M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
Location
South Euclid, OH
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2021Judgment / Lien
May 2021Judgment / Lien
December 2019Other Business ActivitiesSells Insurance
Jeremy is an independent insurance producer for various insurance companies since 2017. This takes about 10-20% of his time.
Employment History
Current Registrations
Atlas Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Waddell & Reed
Waddell & ReedBroker
Edward Jones
Edward JonesBroker
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.