Jeremy Eppley is a CFP-designated registered investment advisor at Silverstone Financial LLC, based in Owings Mills, 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, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 28 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silverstone Financial offers investment management services under two pricing options:
À La Carte Pricing:
- For accounts up to $1,000,000, the annual fee is up to 1.50% of the portfolio value. There is a $100,000 minimum account value requirement for this fee model, but it is waived when bundled with ongoing financial planning.
Comprehensive Wealth Management Pricing:
- This bundled fee model includes investment management, financial planning, and third-party tax return preparation services for a single annual asset-based fee not to exceed 1.50%. There is a $1,000,000 minimum account value requirement for this fee model.
- On the first $2,000,000: 1.00% - 1.50%
- On assets over $2,000,001: 0.50% - 0.75%
Contact
Jeremy Eppley
Location
Owings Mills, MD
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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 owns personal rental property since March 2021. This requires minimal time.
Employment History
Current Registrations
Silverstone Financial LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
State Registrations3 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
Hi, I’m Jeremy Eppley, a fee-only financial planner and investment manager based in Maryland, serving clients virtually across the country.