Jeremy Hartle is a registered investment advisor at Croak Capital, based in Toledo, OH, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 824 clients with $300M 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 $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1M+ | 0.95% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
432 N Superior St., Toledo, OH, 43604
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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
Jeremy is a board member of the Parkinson's Foundation of Northwest Ohio, involved in fundraising and distributing proceeds. He also works as a manager/operator at Jed's Bancroft, earning $1,600 bi-weekly and handling scheduling, ordering, staff management, and customer service.
Employment History
Current Registrations
Croak Capital
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
State Registrations1 state
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