Jeremy Despain
Advisor at Advent Capital Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Advent Capital Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advent Capital Strategies, LLC
Location
Port Orchard, WA
Credentials
Series 63, Series 65
Industry experience
8 years
Jeremy Despain is a financial advisor with Advent Capital Strategies, LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Key Investment Services and Key Bank. In addition to his advisory role, he has served at Bible Baptist Church since 2016. Advent Capital Strategies is a single-advisor firm offering discretionary portfolio management and retirement-plan consulting for individuals, charitable organizations, and corporate clients. The firm employs a passive, asset-class approach using low-cost index funds and ETFs, supplemented by third-party model portfolios, with account supervision tailored to client objectives and risk tolerances.
Based on Advent Capital Strategies, LLC
Express Financial Consulting fixed fee $500-$2,500; Administration fee $175 one-time
$100,000 - $249,999: 0.95% $250,000 - $749,000: 0.85% $750,000 - $1,999,999: 0.75% $2,000,000+: 0.45%
$350 per hour, minimum $500
Minimum fee: $750 for accounts $0-$49,999; $950 for accounts $50,000-$99,999 Fee-only: Express Financial Consulting fixed fee ranging from $500 to $2,500; hourly fee $350/hour with $500 minimum
Port Orchard, WA
Washington
Key Investment Services
2016 - 2018 (2 years)
Bible Baptist Church
2016 - Present (10 years)
Key Bank
2015 - 2016 (1 year)
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