Laurence Koeppel is a CFP-designated registered investment advisor at Digital Wealth, LLC, based in Manhattan Beach, CA, with 24 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 15 clients with $7.2M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are blended, prorated, and paid quarterly in arrears. Fees are negotiable.
Fee Estimator
Contact
Laurence Koeppel
Location
Manhattan Beach, CA
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 →Employment History
Current Registrations
Digital Wealth, LLC
Previous Registrations
Gold Coast Securities, INC.
Gold Coast Securities, INC.Broker
Nebs Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, 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.
Exams
Additional Information
Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc.
More Advisors
- Jeffrey Muhle, CFA, CFPFinancial Planning Concepts, INC.
- Ross Kroll, CFPOcean Path Advisors, LLC
- Miguel Irazabal, CFPMonograph Wealth Advisors, LLC
- Riley Velthuyzen, CFPOcean Path Advisors, LLC
- Alec Hoag, CFPLPL Financial LLC
- Matthew Evans, CFPOcean Path Advisors, LLC