Jeremy Eppley is a CFP-designated registered investment advisor at Silverstone Financial LLC, based in Owings Mills, 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 Alternative Investments, Business Owners, Cross-Border Planning, Estate Planning, and 6 more. Their firm serves 28 clients with $28M 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 $2.0M | 1.50% |
| $2M+ | 0.75% |
Rates reflect the maximum stated fees for the à la carte and comprehensive wealth management tiers. Fees are negotiable.
Fee Estimator
Contact
Jeremy Eppley
Location
Owings Mills, MD
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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 owns personal rental property since March 2021. This requires minimal time.
Employment History
Current Registrations
Silverstone Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
State Registrations3 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.
Exams
Additional Information
Hi, I’m Jeremy Eppley, a fee-only financial planner and investment manager based in Maryland, serving clients virtually across the country.
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