Jeremy Torgerson

Personal Finance, Small Business, Lifestage Based Planning
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“As the CEO of nVest Advisors, Jeremy Torgerson specializes in serving the financial needs of working families, small business owners, educators, and employer-sponsored plans.”
Firm:

nVest Advisors, LLC

Job Title:

CEO

Biography:

Jeremy Torgerson is the CEO at nVest Advisors, LLC, a registered investment advisor firm in Texas and Colorado, and has over 10 years of experience in the finance industry. Jeremy has been a small business owner for 20 years, and has mentored small business owners and startups for several years.

Jeremy is quoted reqularly in major US financial media. He also podcasts on financial topics, and blogs on his personal finance  and success blogs, thinklikearichguy.com.

Assets Under Management:

$8 million

Fee Structure:

Monthly Planning Subscription Fee (Varies by complexity)
Asset Management Fees (varies by program and custodian)

CRD Number:

5546264

Insurance License:

#General Lines

Disclaimer:

nVest Advisors, LLC, is a state-registered investment adviser in Texas and Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this profile shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by nVest Advisors in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Opinions expressed herein are solely those of nVest Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. nVest Advisors, LLC does not recommend specific financial advice without a signed service agreement with each client and does not provide professional tax or legal advice. This information does not represent a solicitation to complete a financial transaction with the firm.

All Answers
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Most Helpful
    Financial Planning, Real Estate
Do I have to pay a penalty if I don't use the profits from the sale of my house to invest in real estate?

Generally speaking, the first $250,000 of home equity isn't taxable ($500k for married people filing jointly), and there won't be any additional tax penalty due on it in any event. Always consult your tax preparer to make sure in your particular situation, but generally speaking, home equity is protected up to $250k /$500k regardless, and more is protected if it's going back into a home purchase.

Here's a good legal article on this subject.
 

All my best! :)

April 2018
    Investing, 401(k), Bonds / Fixed Income, Stocks, Taxes
Should I keep my bond funds in a 401(k) or a brokerage account?
April 2018
    Retirement, IRAs
How do I convert money from either a precious metals IRA or a traditional IRA to a Roth IRA?
100% of people found this answer helpful
March 2018
    Financial Planning, Real Estate
As a recent college graduate in my early thirties, is it a wise financial decision to buy a new car that costs $40,000 if I want to buy a house in the near future?
March 2018
    Debt, Financial Planning, Pensions, Investing, Asset Allocation, IRAs
As a recent college graduate with no debt, how should I allocate my savings?
67% of people found this answer helpful
March 2018