Jeremiah Massey
Jeremiah Massey is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Colorado Springs, CO, with 5 years of industry experience. Jeremiah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
90 S Cascade Ave, Colorado Springs, CO, 80903
Get directionsHistory
Regulatory History (3)
Financial
April 2025Financial
March 2025Financial
August 2024Other Business Activities
Jeremiah is a general partner/managing member of HOMES LLC, which owns and rents residential properties, though he sold his share in January 2022 and is no longer materially involved. He also owns Buck & Blaze, a business that sells firewood, dedicating a few hours per week to buying wood, marketing, and selling to customers.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
The Aspen Equity Group
State Registrations9 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
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