Jeremy
Baltz
Raleigh Capital Management Inc
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About this Advisor
Jeremy Baltz is a financial advisor who works out of Cary, North Carolina with 2 years of relevant experience. Baltz currently works for Raleigh Capital Management Inc. Baltz has gained experience at Raleigh Wealth Solutions, Raleigh Capital Management, Harding Brooks Insurance Agency, San Diego Padres and Raleigh Baseball Institute. Baltz has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in North Carolina. Raleigh Capital Management Inc is an advisory company that has its headquarters in Cary, NC. It oversees $247 million in total assets among its 1,346 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,346 client accounts, just 9% belong to high-net-worth individuals who have greater than $1 million in assets. Raleigh Capital Management Inc performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees largely depend on the type of services offered. However, fee types billed by Raleigh Capital Management Inc most likely include some combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Raleigh Capital Management Inc Brokerage Details
$247,225,472
11
1,346
$183,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jeremy Baltz Work History
Jeremy has been registered as a financial advisor for 2 years.*
Raleigh Capital Management
Raleigh Wealth Solutions
Harding Brooks Insurance Agency
San Diego Padres
Raleigh Baseball Institute
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy Baltz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Raleigh Capital Management Inc
Cary, NC
Cary, NC
Cary, NC
Cary, NC
Cary, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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