Jeremiah Chaplin is a CFA-designated registered investment advisor at Truehand INC, based in Strafford, NH. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 12 clients with $16M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $9.0M | 0.35% |
| $9.0M - $15.0M | 0.30% |
| $15M+ | 0.15% |
Rates shown are for Tier One (Active Custody). Other tiers have separate schedules: Tier Two starts at 0.65%, Tier Three starts at 0.30%, and Tier Four starts at 0.20%, all scaling down to 0.15% for assets over $15 million. Fees are negotiable.
Fee Estimator
Location
16 Theopold Ln, Strafford, NH, 03884-6392
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Truehand INC
State Registrations1 state
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