Gerald Pepper
Gerald Pepper is a registered investment advisor at National Wealth Management Group, LLC, based in Coconut Creek, FL, with 25 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,065 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWMG offers investment management services where fees are charged as a percentage of your portfolio. The exact fee is determined by the advisor you work with and is based on factors like the complexity of your situation and the amount of assets being managed. Fees are negotiable, but cannot exceed 2.25% annually. Fees are paid quarterly, either in advance or after the quarter ends. There are also various programs sponsored by LPL Financial with maximum annual fees ranging from 1.35% to 2.25%.
Location
4171 W. Hillsboro Blvd., Suite 4, Coconut Creek, FL, 33073
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Regulatory History (1)
Customer Dispute
October 2001Other Business Activities
Gerald is a CPA and partner at Alpina Tax and Accounting Services, LLC, dedicating about a quarter of his time to tax and accounting services. He also operates Alpina Financial Consultants, LLC as a DBA for his LPL business and Gerald M Pepper CPA LLC for tax prep/accounting/CPA services, spending nearly full-time hours on the latter.
Employment History
Current Registrations
National Wealth Management Group, LLC
LPL Financial LLCBroker
Previous Registrations
National Wealth Management Group, LLC
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations1 state
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.