Jeroen Leersum is a registered investment advisor at Wyoming Wealth Management, LLC, based in Cincinnati, OH, with 9 years of industry experience. Jeroen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 138 clients with $41M 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 $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable above $5,000,000.
Fee Estimator
Location
504 Wyoming Ave, 2nd Floor, Cincinnati, OH, 45215
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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 Activities
Jeroen is the President of Holland Residential Properties, LLC, holding residential properties, and spends minimal time on this. He is also a member and treasurer of the Wyoming Newcomers Board, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Wyoming Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations4 states
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.