Jeremy Kraut-Ordover is a registered investment advisor at Strategy Financial Group, based in Phoenix, AZ, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 992 clients with $280M 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Sub-advisor fees are an additional 0.30% annually. Fees are negotiable. Additional per account fees apply to client accounts using Direct Indexing models.
Fee Estimator
Location
7010 E Chauncey Lane, #130, Phoenix, AZ, 85054
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 Activities
Jeremy is an Arizona licensed realtor with HomeSmart, Inc., providing referrals for real estate purchases or sales since November 2023. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Strategy Financial Group
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.