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CE
CFP
CE
CFP

Charles Etzweiler

Nepsis, INC.
27 Years of Experience
Temecula, CA
1 Disclosure
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Charles Etzweiler is a CFP-designated registered investment advisor at Nepsis, INC., based in Temecula, CA, with 27 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 590 clients with $340M in assets under management.

Nepsis, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
590 clients
Average Client Portfolio
$584K average
Assets Under Management
$344.5M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual advisory fee is up to 2.50% and is negotiable. Services are offered as a bundled fee program that includes trading costs. Additional custodian asset-based pricing fees apply ranging from 0.08% to 0.20%, along with a quarterly maintenance fee of $21.25 per account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Temecula, CA

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History

Regulatory History (1)
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Judgment / Lien
March 2019
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Other Business Activities

Charles is a board member of Equipping Pastors International, an organization that trains pastors in foreign lands. He dedicates minimal time to this activity, primarily for an annual board meeting.

Employment History
Current Registrations
Nepsis, INC.
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Thrivent Investment Management INC.
November 2015 - October 2017 · 1 yr 11 mos
Thrivent Investment Management INC.Broker
November 2015 - October 2017 · 1 yr 11 mos
Nepsis Capital Management, INC.
January 2012 - September 2015 · 3 yrs 8 mos
Thrivent Investment Management INC.Broker
December 2007 - January 2012 · 4 yrs 1 mo
Crown Capital Securities, L.P.Broker
June 2005 - October 2007 · 2 yrs 4 mos
Fisher Investments
April 2005 - June 2005 · 2 mos
Thrivent Investment Management INC.Broker
March 2003 - April 2005 · 2 yrs 1 mo
Woodmen Financial Services, INC.Broker
June 2002 - September 2002 · 3 mos
Aal Capital Management CorporationBroker
January 2000 - March 2002 · 2 yrs 2 mos
Wells Fargo Securities INC.Broker
July 1999 - December 1999 · 5 mos
Forum Financial Services, INC.Broker
August 1997 - July 1999 · 1 yr 11 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
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