Jeremy Finger
Jeremy Finger is a CFP-designated registered investment advisor at Riverbend Wealth Management, LLC, based in Myrtle Beach, SC, with 28 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 163 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4M+ | 0.80% |
Fees are negotiable. External portfolio managers charge an additional fee of up to 0.70% of assets under management.
Fee Estimator
Location
1341 44th Avenue North, Suite 102, Myrtle Beach, SC, 29577
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Regulatory 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 Activities
Jeremy owns Bright Future S Corp, an S-corp with the potential to buy real estate, dedicating minimal time annually. He also participates in paid speaking engagements on educational topics, spending minimal time per month.
Employment History
Current Registrations
Riverbend Wealth Management, LLC
Previous Registrations
Stratos Wealth Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.