Jeffrey Ledbetter is a registered investment advisor at Remnant Wealth, based in Carmel, IN, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable and may vary by client.
Fee Estimator
Location
Carmel, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jeffrey is the owner of BetterLed LLC, a digital marketing agency focused on the Amazon channel, since 2021. He spends about 10-20% of his time on this business, focusing on fiscal outlook, management, and meetings.
Employment History
Current Registrations
Remnant Wealth
Previous Registrations
Capital Client Group, INC.
Capital Client Group, INC.Broker
State Registrations1 state
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