Jesse Vervelde
Jesse Vervelde is a registered investment advisor at Tlw Wealth Management, LLC, based in Indian Rocks Beach, FL, with 10 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 118 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 4.00% |
Annual fee of 1.00% on the average account value for the quarter, charged quarterly in advance. Fees may be negotiable with clients due to personal family relationships or the percentage of cash that the client requests to retain in their account. The stated fee is the quarterly fee, so the annual fee is 4 times that amount.
Fee Estimator
Location
Indian Rocks Beach, FL
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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
Tlw Wealth Management, LLC
Previous Registrations
Vsr Financial Services, INC.Broker
State Registrations1 state
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