Jeremy Ouchley is a registered investment advisor at Jco Advisors LLC, based in Boise, ID, 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6 clients with $3.3M 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 | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
Boise, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy is the president and owner of Ouchley Law PLLC, a law firm providing legal services, primarily to business clients. He dedicates about a quarter of his time to this business, including time during securities trading hours.
Employment History
Current Registrations
Jco Advisors LLC
State Registrations2 states
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