Jeremiah Sanchez
Jeremiah Sanchez is a registered investment advisor at Crescendo Wealth Group LLC, based in San Antonio, TX, with 4 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67 clients with $120M 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 | 1.50% |
Fees are negotiable. If Crescendo directs clients to ALPS Advisors, Inc., the total fee is 1.55% on the first $500,000, 1.54% on $500,001 - $2,000,000, and 1.53% on amounts over $2,000,001. This includes both Crescendo's fee and ALPS' fee.
Fee Estimator
Location
6818 Grand Valley Drive, San Antonio, TX, 78242
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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 ActivitiesSells Insurance
Jeremiah owns Crescendo Private Wealth Advisory, LLC, which currently has no business activity. He is also an independent licensed insurance agent.
Employment History
Current Registrations
Crescendo Wealth Group LLC
Previous Registrations
E6 Portfolios
Everspire
Onedigital Investment Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Victory Capital Services, INC.Broker
Triad Advisors LLCBroker
State Registrations2 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.