Jeremy Baltz
Jeremy Baltz is a registered investment advisor at Raleigh Capital Management INC., based in Cary, NC, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 470 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Advisory fees are negotiable and generally will not exceed 1.80% of the value of assets under management per year.
Fee Estimator
Location
117 Edinburgh South Drive, Suite 110, Cary, NC, 27511
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 an insurance producer with Raleigh Wealth Solutions since 2020, spending about a quarter of his time selling insurance and assisting other producers. He spends minimal time on this during trading hours.
Employment History
Current Registrations
Raleigh Capital Management INC.
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.
Exams
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