Jeremy Stack is a CFP-designated registered investment advisor at Greenspring Advisors, LLC, based in Towson, MD, with 5 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,837 clients with $6.5B 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 | 1.35% |
Annualized fee is charged as a percentage of assets under management, not to exceed 1.35%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Contact
Jeremy Stack
Location
One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204
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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 Activities
Jeremy manages a family partnership with private real estate investments through NWM Capital LLC since 2018. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Greenspring Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Kubhera Enterprises LLC
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.
Exams
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