Les Jepsen is a registered investment advisor at Jepsen Financial, based in Sarasota, FL, with 27 years of industry experience. Les operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 54 clients with $32M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Portfolio management fee schedule is negotiable. The final fee is outlined in the advisory services agreement. Additionally, Jepsen Financial reserves the right to reduce management fees based on certain criteria that they deem pertinent (e.g., preexisting relationships, related accounts, the anticipation of additional assets, etc.).
Fee Estimator
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Les is a licensed insurance producer/agent and may offer life, accident, health, variable, and long-term care insurance products. Les is also a licensed real estate salesperson in Minnesota, conducting business through Realty Broker.
Employment History
Current Registrations
Jepsen Financial
State Registrations4 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.