Gregory Schepens is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kerrville, TX, with 24 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
301 Junction Highway Ste 345 C, Kerrville, TX, 78028
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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 Activities
Gregory referees for Austin Performance Volleyball, spending about 10-20% of his time on this non-investment related activity. He also works at Comerica Bank, dedicating about a third of his time to this investment-related role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Comerica SecuritiesBroker
Comerica Securities
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
UBS Painewebber INC.Broker
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.
Exams
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