Jeremy Burri is a registered investment advisor at Smith Securities LLC, based in Plymouth, WI, with 16 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.95% |
| $1.0M - $4.0M | 0.45% |
| $4M+ | 0.20% |
Fees are negotiable. The fees are separate from the expense ratio (0.50% annually) associated with the Matson Money funds in which the portfolio will be invested. As discussed above, the aggregate management fees charged by SSL and Matson Money will not exceed 1.45% annually.
Fee Estimator
Location
435 E Mill St., Suite 102, Plymouth, WI, 53037
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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 is an independent contractor for Reliance Accounting and Tax Services, LLC, operating under the name "Veritax Alliance Group". This activity began in 2024 and requires minimal time.
Employment History
Current Registrations
Smith Securities LLC
Previous Registrations
Veritas Financial Services, LLC
Capital Financial Services, INC.
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.