Ethan Pepper is a CFP-designated registered investment advisor at Orchard City Wealth Management, LLC, based in Los Gatos, CA, with 19 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 55 clients with $120M 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 | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.40% |
The fee schedule is subject to customization based on a client’s financial situation. OCWM's complexity-based flat fee may be charged in addition to or in lieu of the asset-based fee schedule.
Fee Estimator
Contact
Ethan Pepper
Location
987 University Avenue, Suite 8, Los Gatos, CA, 95032
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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 →Employment History
Current Registrations
Orchard City Wealth Management, LLC
Previous Registrations
Wealth Architects, LLC
Wade Financial Advisory, INC.
Wells Fargo Investments, LLC
State Registrations2 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
Additional Information
Member and Past President of the Financial Planning Association of Silicon Valley.