Jeremy Morris is a registered investment advisor at Five Pine Wealth, based in Coeur D'Alene, ID, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 350 clients with $190M 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 | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable. There is also a separate fee schedule for retirement planning services: First $0 to $499,999: 0.75%, Next $500,000 to $999,999: 0.65%, Next $1,000,000 to $1,999,999: 0.50%, $2,000,000 and above: 0.35%
Fee Estimator
Location
250 Northwest Blvd., Suite 111, Coeur D'Alene, ID, 83814
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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 →Employment History
Current Registrations
Five Pine Wealth
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations7 states
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