Aden Partee
Aden Partee is a registered investment advisor at Jehm Wealth & Retirement, LLC, based in Simpsonville, SC, with 2 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 118 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JEHM Wealth & Retirement charges a percentage of your portfolio's value each year to manage your investments. The annual fee is negotiable based on the size of your account. An additional account maintenance fee may apply. The sub-adviser's management fee is included in JEHM Wealth & Retirement's management fee. The fee is deducted monthly from your account based on the average daily balance.
The annual management fee is:
- Up to $999,999: 1.00% - 1.50%
- $1,000,000 to $2,999,999: 0.80% - 1.30%
- $3,000,000 and above: 0.70% to 1.20%
Location
117 Woodruff Place Circle, Suite A, Simpsonville, SC, 29681
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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 →Employment History
Current Registrations
Jehm Wealth & Retirement, LLC
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.