Jeremy Senterfitt is a registered investment advisor at CPA Group Investment Management, LLC, based in Panama City, FL. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 37 clients with $37M 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 $200K | 1.50% |
| $200K - $300K | 1.25% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Fees may be negotiable within each tier. Fee breaks occur as portfolio value exceeds each tier level.
Fee Estimator
Location
501 West 19th Street, Panama City, FL, 32405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
CPA Group Investment Management, LLC
State Registrations1 state
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