Robert Jeppson
Robert Jeppson is a registered investment advisor at Jeppson Wealth Management, LLC, based in Manhattan Beach, CA, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 938 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jeppson Wealth Management charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.50% per year, depending on the size and complexity of your investments and the services you receive. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month. Jeppson Wealth Management may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.
Location
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Robert is an attorney-at-law and a real estate broker in South Lake Tahoe, CA. These activities are not investment-related.
Employment History
Current Registrations
Jeppson Wealth Management, LLC
Previous Registrations
Citigroup Global Markets INC.
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.