Jeffrey Ziemann
Jeffrey Ziemann is a CFP-designated registered investment advisor at Q2 Wealth Management, based in Lexington, KY, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 215 clients with $110M 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 $250K | 1.35% |
| $250K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fee schedule may be negotiable based upon certain criteria.
Fee Estimator
Location
1792 Alysheba Way, Suite 150, Lexington, KY, 40509
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
Jeffrey is an insurance agent for Q2 Wealth Insurance LLC, selling fixed insurance products since 2021. This takes a few hours per week.
Employment History
Current Registrations
Q2 Wealth Management
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.