Jeremy Pendergrass is a registered investment advisor at Meriwether Wealth & Planning, LLC, based in Minden, LA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 562 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Fees are negotiable. For accounts custodied at SEI, total client fees due to Meriwether Wealth & Planning will not exceed 1.40% of the value of your portfolio.
Fee Estimator
Location
1000 Broadway St, Minden, LA, 71055
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jeremy owns Pendergrass Management, LLC, a coaching and consulting firm, since 2017. He spends a few hours per week coaching business and non-profit leaders.
Employment History
Current Registrations
Meriwether Wealth & Planning, LLC
Previous Registrations
Argent Advisors, INC.
State Registrations2 states
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