Jeremy Ham is a registered investment advisor at Van Ham Wealth Management, based in davis, CA. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K+ | 1.00% |
Portfolios under $250,000 are charged a flat $250 per month ($3,000 annually), which equates to an effective rate of 1.20% at the $250,000 level. Portfolios above $250,000 are charged a flat 1.00% on the entire balance. Fees are generally negotiable.
Fee Estimator
Location
davis, CA
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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 →Employment History
Current Registrations
Van Ham Wealth Management
State Registrations1 state
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