Randall Mccuen
Randall Mccuen is a registered investment advisor at Jeppson Wealth Management, LLC, based in Manhattan Beach, CA, with 41 years of industry experience. Randall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 938 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jeppson Wealth Management charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.50% per year, depending on the size and complexity of your investments and the services you receive. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month. Jeppson Wealth Management may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.
Location
Manhattan Beach, CA
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Regulatory History (2)
Regulatory
August 2022Customer Dispute
January 2006Employment History
Current Registrations
Jeppson Wealth Management, LLC
Previous Registrations
Mac Wealth Management INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.