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Jeremy Story

2 Years of Experience
Orange park, FL

Jeremy Story is a registered investment advisor at Hfg Capital, based in Orange park, FL, with 2 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees are negotiable based upon the type of client, the complexity of the client's situation, and the other services that HFG may provide to the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Orange park, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hfg Capital
July 2025 - Present · 10 mos
Previous Registrations
Brookstone Wealth Advisors, LLC
June 2023 - February 2025 · 1 yr 8 mos
State Registrations2 states
FLSC
Advisor

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
No exam information available for this advisor.