Firm Information

Jeremy Stack
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,218 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Financial Plan Fee:$2,000 - $150,000
Hourly Rate:$150 - $750/hr

Wealth management fees are based on a percentage of assets under management, not to exceed 1.32% annually, with a $5,000 minimum annual fee. Financial planning fees range from $2,000 to $150,000 on a fixed fee basis or $150 to $750 per hour. Retirement plan consulting fees generally do not exceed 0.50% annually of assets under advisement or range from $20,000 to $100,000 annually, with a $10,000 minimum. Fees are negotiable and may be discounted for family members and associated persons.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Loading...

Advisor Information

Office location

One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204

Get directions
Jeremy Stack
JS
Contact
Jeremy Stack
Regulatory History
Clean regulatory record

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 Activities

Jeremy manages a family partnership with private real estate investments through NWM Capital LLC since 2018. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Greenspring Advisors, LLC
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
February 2022 - October 2022 · 8 mos
Raymond James Financial Services Advisors, INC
January 2022 - October 2022 · 9 mos
Kubhera Enterprises LLC
May 2021 - February 2022 · 9 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Jeremy Stack
JS
Contact
Jeremy Stack