Jeremy Johnson is a CFP-designated registered investment advisor at Veracity Wealth Management LLC, based in Oakbrook Terrace, IL, 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 2 more. Their firm serves 17 clients with $46M 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 | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.45% |
All fees are negotiable.
Fee Estimator
Location
17W220 22nd Street, Suite 445, Oakbrook Terrace, IL, 60181
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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 →Employment History
Current Registrations
Veracity Wealth Management LLC
Previous Registrations
Capstone Financial Advisors INC
Whitnell & CO
State Registrations1 state
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