Jeremy Lawton
Jeremy Lawton is a ChFC-designated registered investment advisor at Wealth Management Resources, INC., based in Smithfield, RI, with 3 years of industry experience. Their practice areas include Business Owners, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 622 clients with $390M 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 | 1.00% |
| $500K - $1.5M | 0.67% |
| $1.5M+ | 0.33% |
Fee is negotiable depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
28 Cedar Swamp Road, Suite One, Smithfield, RI, 02917
Get directionsHistory
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 ActivitiesSells Insurance
Jeremy is a licensed life insurance agent since 2022, dedicating a few hours per week to selling insurance products. He also serves as a board member for a charitable organization, Partnership to Reduce Cancer in RI, spending minimal time on this activity.
Employment History
Current Registrations
Wealth Management Resources, INC.
State Registrations2 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.