Michael Jeppson
Michael Jeppson is a registered investment advisor at Jeppson Wealth Management, LLC, based in Manhattan Beach, CA, with 40 years of industry experience. Michael 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
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA, 90266
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Regulatory History (1)
Regulatory
September 2020Other Business Activities
Michael owns multiple rental properties, dedicating minimal time to each, as property managers handle most responsibilities. He is also a passive investor in Oxford Performance Materials and Ultran Corp.
Employment History
Current Registrations
Jeppson Wealth Management, LLC
Previous Registrations
Tru Independence Asset Management, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.