Jeremy Watson
Jeremy Watson is a registered investment advisor at Mid Michigan Insurance and Financial Services LLC, based in Auburn, IN, with 7 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, Insurance Planning, and 3 more. Their firm serves 49 clients with $6.2M 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 | 1.75% |
Fees are negotiable up to a maximum of 1.75% annually for model portfolio solutions. The fee includes allocations to Mid Michigan Insurance and Financial Services, money managers, and the platform provider.
Fee Estimator
Location
408 South Main St, Auburn, IN, 46706
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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 is a branch manager at American Senior Benefits/Tri-State Retirement Solutions, dedicating more than full-time hours to this role. This activity does not occur during trading hours.
Employment History
Current Registrations
Mid Michigan Insurance and Financial Services LLC
Previous Registrations
Regal Investment Advisors LLC
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
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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