Jeremiah Anzelc is a registered investment advisor at North Bay Wealth Management, based in Petaluma, CA. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 138 clients with $110M 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 $2.0M | 1.25% |
| $2.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
140 2nd Street, Suite 310, Petaluma, CA, 94952
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
North Bay Wealth Management
State Registrations2 states
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