Jeremie Kelt is a CFP-designated registered investment advisor at Pfg Advisors, based in Hendersonville, NC, with 3 years of industry experience. Jeremie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,592 clients with $3.3B 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 | 1.95% |
Management fees are negotiable up to a maximum of 1.95% of assets under management. Fees may be structured as fixed, variable linear, or variable tiered. Additional platform or strategist fees may apply depending on the selected program.
Fee Estimator
Location
Hendersonville, NC
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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
Jeremie operates under the business name iHn Family Legacy Planning, Inc. The filing does not provide details about the nature of this business.
Employment History
Current Registrations
Pfg Advisors
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
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