Jared Mejstrik is a registered investment advisor at Compound Planning, INC., based in Omaha, NE, with 8 years of industry experience. Jared 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 2,352 clients with $3B in assets under management.
Compensation
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Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compound Planning, INC.
Previous Registrations
Austin Wealth Management, LLC
Morgan Stanley
Morgan StanleyBroker
TD Ameritrade, INC.Broker
State Registrations1 state
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