Colleen Gepp is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in San Diego, CA, with 28 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
350 Camino De La Reina, Suite 500, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Hoylecohen, LLC
Mid Atlantic Financial Management, INC.
Hoylecohen,inc.
London Pacific Advisors
State Registrations1 state
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