Jeremy Hartman, operating as Access Financial & Income Tax Services, provides investment advice and financial planning services. These services include asset management, retirement planning, college planning, tax planning, insurance planning, and estate planning. Services are tailored to each client's needs, considering their financial situation, investment objectives, and risk profile. Jeremy Hartman has limited authority to make trades in client accounts without asking first.
Assets Under Management$1.6M
Clients60
AdvisorsN/A
Avg. per Client$26K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range from 0.75% to 1.25% annually and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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