Jeremy Neis
Jeremy Neis is a registered investment advisor at Retirement Evolutions Wealth Management LLC, based in Tucson, AZ, with 9 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 232 clients with $68M 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 - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
4578 N First Av. Suite 120, Tucson, AZ, 85718
Get directionsHistory
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
Jeremy works as a project manager for KT Construction LLC, a custom home development company, since 2019, dedicating nearly full-time hours. Jeremy is also an insurance agent with Retirement Evolutions Wealth Management selling insurance products.
Employment History
Current Registrations
Retirement Evolutions Wealth Management LLC
State Registrations1 state
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