Thomas Sepull
Thomas Sepull is a registered investment advisor at Private Client Services, LLC, based in Danville, CA, with 30 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Danville, CA
Get directionsHistory
Regulatory History (1)
Criminal
August 1983Other Business ActivitiesSells Insurance
Thomas owns Thomas W Sepull Insurance, where he sells life and long-term care insurance, dedicating a few hours per week. He is also associated with Wealth & Tax Planners, a Registered Investment Advisor (RIA).
Employment History
Current Registrations
Private Client Services, LLCBroker
Wealth & Tax Planners LLC
Previous Registrations
Mutual Securities, INC.Broker
MML Investors Services, LLCBroker
Oneamerica Securities, INC.Broker
Princor Financial Services CorporationBroker
RBC Dain Rauscher INC.Broker
Banc of America Securities LLCBroker
Montgomery SecuritiesBroker
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.