Jeremy
Chambers
Captrust
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About this Advisor
Jeremy Chambers is a financial advisor based in Southfield, Michigan, working with Captrust. Jeremy has previously held positions at Plante Moran Financial Advisors and Capfinancial Partners, LLC. (Captrust). Jeremy has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jeremy is part of Captrust, which operates out of Southfield, Michigan. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jeremy Chambers Work History
Capfinancial Partners, LLC. (Captrust)
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Disclosures
Please visit the SEC profile of Jeremy Chambers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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