Million Pebbles provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to individual client goals, risk tolerance, and time horizons. Financial planning covers various topics, including financial goals, net worth, cash flow, retirement strategy, and long-term investment plans. Jeremy Ziemer, the owner, is also a licensed insurance agent, creating a potential conflict of interest.
Assets Under Management$8.9M
Clients33
Advisors1
Avg. per Client$270K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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