Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
For Comprehensive Investment Management Services, you'll pay the lesser of up to 1% of your assets under management or an annual flat fee of $10,610, adjusted annually by 3%. Financial planning fees range from $1,500 to $5,000, due in full in advance.
Areas of Practice
Advisor Information
Office location
1400 Proline Place, Suite 100, Suite 100, Gettysburg, PA, 17325
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Jeremy works full-time as a financial advisor at Thrivent Advisor Network. He also dedicates minimal time to selling and servicing fixed insurance contracts and serves as a board member for the Chesapeake Planned Giving Council.