Jeffrey Leppert
Jeffrey Leppert is a registered investment advisor at Market Street Wealth Management, based in West Chester, PA, with 28 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,052 clients with $840M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management.
Fee Estimator
Location
999 West Chester Pike, Suite 202, West Chester, PA, 19382
Get directionsHistory
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
Jeffrey is a partner/owner of Market Street Wealth Management, LLC (RIA) since 2011, and Market Street Insurance Service, LLC since 2005, where he sells property and casualty, medical, and Medicare insurance products. He is also an officer at Market Street Tax Services, LLC, and a 50% owner of Leppert & Holt Consulting Inc.
Employment History
Current Registrations
Market Street Wealth Management
USA Financial Securities LLCBroker
Previous Registrations
USA Financial Securities Corporation
Princor Financial Services CorporationBroker
Locust Street Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations11 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.
Exams
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