The Surevest team is dedicated to meeting the demands of high-net-worth and high-earning individuals. We accomplish this by providing independent, world-class asset management in conjunction with a personalized planning approach. Our goal is to create meaningful, long-term relationships with our clients while we help them build and protect their wealth.
|Firm Start Year:||2002|
|Name of Custodial Firm:||TD Ameritrade, Charles Schwab|
|Number of Years with Current Firm:||12|
My team and I manage investment portfolios and advise clients on all related personal finance matters such as Social Security, pensions, insurance, taxes, and estate planning. My goal is to help people prepare for a fun, fulfilling, and secure retirement.|
To help my clients reach this goal, I utilize and keep current the following designations, certifications, and licenses: " Certified Financial Planner " Certified Private Wealth Advisor " Chartered Life Underwriter " Registered Life Planner (Kinder Institute)
I also focus on more than just rates of return and minimizing taxes - both important factors. However, most financial decisions also have a strong emotional component. Do I downsize my house? When do I sell my business, or retire from my job? Do I help my kids and grandchildren financially while I am still alive so I can see them use the money?
I have helped hundreds of families make these types of decisions and use money more effectively to reduce stress and create memories.
If you want to chat about your financial situation, please feel free to connect with me here or I can be reached at (480) 272-7116 or via email at: email@example.com
|I work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Tax Advice and Services, Wealth Management, Retirement Planning, Estate Planning & Trusts, Financial Planning for Individuals|
|Investment Types:||Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Stocks, Options & Futures, Bonds, Insurance, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At my office, Video Conference|
|Firm's Number of Clients:||300|
|Firm's Number of Planning Clients:||150|
|Firm's Number of Managed Clients:||250|
|Assets Managed by Firm:||382,000,000|
|Advisor's Number of Clients:||80|
|Advisor's Number of Managed Clients:||80|
|Advisor's Number of Planning Clients:||80|
|Assets Managed by Advisor:||$110,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||$1,000,000|
|Fee % Based on Assets:||.85 - 1.25|
|Additional Details on Charges:||We are a fee-only "fiduciary" advisor. There are no conflicts of interest and our fees are fully disclosed and transparent. We also offer commission-free insurance products to our managed account clients.|
|Minimum Fee Charged for Managed Accounts:||$7,500|
|Bachelors Degree - Economics||
University of California, Santa Barbara - Santa Barbara, California
Jeremy is a Senior Wealth Advisor, providing financial planning and investment management services directly to a select group of Surevest clients. He also serves as the firm's Director of Financial Planning and helps keep Surevest's financial life planners current on the latest strategies and law changes, as well as advising on complex cases for high net-worth clients.
Jeremy's primary areas of expertise are retirement income planning and minimizing taxes. He co-authored the highly rated personal finance book: A Good Financial Advisor Will Tell You...(available on Amazon.com), along with Surevest's Chief Investment Strategist, Robert Luna. He also writes the popular personal finance blog, Clear and Concise Financial Advice® (https://www.jeremykisner.com/retirement-blog).
Jeremy holds a degree in Economics from the University of California, Santa Barbara, and has also earned the following professional designations: Certified Financial Planner®, Certified Private Wealth Advisor®, Chartered Life Underwriter®, Registered Life Planner®.
Financial Planning for Individuals
Your comprehensive written financial plan will include: - All your financial goals - Net worth statement - Cash-flow chart - Insurance review - Investment plan - Probability of success and Range of potential outcomes
I will help you answer questions like: When can I afford to retire? Where will my income come from during retirement? How should my investments change once I am taking withdrawals from my portfolio? When should I collect social security? What distribution option should I select from my pension plan? What changes will we make to our spending, lifestyle, housing, etc.?
Estate Planning & Trusts
Estate planning is the process of deciding who will make decisions for you when you are no longer able to make them for yourself. We help you to organize your estate to make things as easy and straightforward as possible, and to name beneficiaries as well as specify the timing of distributions, contingencies, and any restrictions. We work with competent, trustworthy and cost effective estate planning attorney's to set up your affairs correctly.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|My main office is in the Biltmore area of Phoenix||but I work very productively and successfully with clients nationwide through Zoom. Approximately 60% of my clients are in Arizona|
|30% in California and 10% spread out throughout the United States.|