Jeremy Stack is a CFP-designated registered investment advisor at Greenspring Advisors, LLC, based in Towson, MD, with 4 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 3 more. Their firm serves 1,218 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenspring Advisors charges a percentage of your portfolio for wealth management services, not to exceed 1.32% annually. There is a $5,000 minimum annual fee. If your portfolio doesn't generate that much in fees, you can pay the difference to receive the service. Administrative services for positions not in model portfolios are charged at 0.10%.
Contact
Jeremy Stack
Location
One West Pennsylvania Avenue, Suite 500, Towson, MD, 21204
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 Activities
Jeremy manages a family partnership with private real estate investments through NWM Capital LLC since 2018. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Greenspring Advisors, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Kubhera Enterprises LLC
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.
Exams