Jeremiah Boynton is a CFP-designated registered investment advisor at Laureate Wealth Management, LLC, based in Glen Ellyn, IL, with 23 years of industry experience. Jeremiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 40 clients with $100M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
460 N. Main Street, Suite 304, Glen Ellyn, IL, 60137
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
Jeremiah owns 90% of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various investment and development projects. He also owns 50% of M1 Capital LLC and M2 Capital LLC, which manage digital assets/crypto hedge funds; these activities take about 40% of Jeremiah's time.
Employment History
Current Registrations
Laureate Wealth Management, LLC
Previous Registrations
Promus Capital, LLC
Laureate Wealth Management LLC
Duff & Boynton, LLC
Triad Advisors, INC.
Wachovia Securities Financial Network, LLC
A. G. Edwards & Sons, INC.
State Registrations2 states
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.