Jeremy Brenn is a CFP-designated registered investment advisor at Sensenig Capital Advisors, INC., based in Collegeville, PA, with 15 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, High Net Worth, and 4 more. Their firm serves 139 clients with $190M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable based on the complexity of your situation, the composition of your account assets and your relationship and history with us. For clients in the Recurring Consulting Services program who also use Sensenig Capital Advisors for asset management, the annual fee is 1.0% of the portfolio value.
Fee Estimator
Contact
Jeremy Brenn
Location
133 Level Road, Collegeville, PA, 19426
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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 owner of Oaks Venture Partners LLC, an entity formed to purchase investment real estate. He spends minimal time on this activity.
Employment History
Current Registrations
Sensenig Capital Advisors, 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.
Exams
Additional Information
Jeremy Brenn is President and Senior Wealth Advisor with Sensenig Capital. Jeremy earned his Bachelor of Arts degree from York College of Pennsylvania, as well as a Master of Business Administration in Finance from Hood College, Frederick, Maryland.