Jared Faltys is a registered investment advisor at Wealth Management, based in Norfolk, NE, with 26 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,617 clients with $3.1B 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated with each client.
Fee Estimator
Location
125 South 4th Street, Norfolk, NE, 68701
Get directionsHistory
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 ActivitiesSells Insurance
Jared is a shareholder in McMill CPA PC, a CPA firm, dedicating nearly full-time hours to it. He is also a shareholder in McMill Inc (real estate), a member of Retirement Plan Consultants LLC (TPA, 401K Contracts & Recordkeeping), sells fixed insurance as an independent agent, and is a member of WMH Rollover LLC and a board member of North Fork Area Transit, spending minimal time on these activities.
Employment History
Current Registrations
Wealth Management
Mcmill CPA and Advisors
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.