Jeremie Berrett
Jeremie Berrett is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Idaho Falls, ID, with 10 years of industry experience. Jeremie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
810 Pancheri Dr., Idaho Falls, ID, 83402
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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 →Other Business ActivitiesSells Insurance
Jeremie operates East Idaho Wealth Management as a DBA for his LPL business. He is also an advisor with Gradient Annuity Brokerage, selling non-variable insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
The Helmstar Group, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Sanctuary Wealth Management, LLC
Kalos Capital, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.