Jeremy Watson
Jeremy Watson is a registered investment advisor at Mid Michigan Insurance and Financial Services LLC, based in Bay City, MI, with 6 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 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
MMIFS offers managed portfolio selection services through third-party investment managers. An investment advisor representative will help you complete a client profile questionnaire and review the information you provide. The investment managers will then select the model portfolio(s) that aligns with your disclosed risk tolerance and investment objectives. The fees for these services are negotiable, up to a maximum of 1.75% annually, and are based on the type of client, complexity, account composition, potential for deposits, and assets under management. The fee includes allocations to MMIFS and the platform provider. A platform provider may impose a minimum fee of $100.00 per account.
Location
815 E Midland St Suite 2, Bay City, MI, 48706
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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.