Jeremy Sylvester is a registered investment advisor at Quahog Investments LLC, based in Richmond, RI, with 4 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, Real Estate Investing. Their firm serves 5 clients with $300K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees range from 0% to 0.5% for client-directed or automated accounts, 0.5% to 1.50% for rebalanced accounts, and up to 2.50% for accounts with frequent trading. All fees are negotiable.
Fee Estimator
Location
Richmond, RI
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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
Quahog Investments LLC
Previous Registrations
Quahog Investments LLC
Quahog Investments LLC
Edward Jones
Edward JonesBroker
T3 Trading Group, LLCBroker
State Registrations1 state
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.