Jeremy Presley
Jeremy Presley is a registered investment advisor at Alexander Capital Wealth Management LLC, based in Atlanta, GA, 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 Investment Management. Their firm serves 621 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACWM offers investment management through wrap fee programs. The annual management fee is negotiated with each client and ranges from 0.25% to 2.00% of the value of your portfolio. The fee includes money management, certain transaction costs, and custodial and administrative costs. There is no minimum fee for investing on the Envestnet | Placemark platform. The advisory fee is negotiable, depending on individual client circumstances. In some cases, ACWM may charge a fixed fee for portfolio management, which will be negotiable.
Location
9040 Rosewell Road, Suite 375, Atlanta, GA, 30350
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business ActivitiesSells Insurance
Jeremy provides financial planning services through J Presley Consultation Group, LLC, dedicating a few hours per week. He also works with Axio Wealth Strategies, LLC, spending about a quarter of his time on investment advisory services, and provides tax consultation as an Enrolled Agent for a few hours per week. Additionally, Jeremy is an insurance agent, spending a few hours per week in this role.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.Broker
Previous Registrations
Alexander Capital, L.P.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations17 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.