Pamela Scheppele is a CFP, ChFC-designated registered investment advisor at Dwp Investment Management, LLC, based in Caribou, ME, with 4 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 95 clients with $67M 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 | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable and paid quarterly in arrears.
Fee Estimator
Location
Caribou, ME
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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.
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Pamela is a board member of the Maine School of Science and Mathematics Foundation, dedicating minimal time. She is also a member of Women in Insurance and Financial Services (WIFS), spending minimal time on this activity.
Employment History
Current Registrations
Dwp Investment Management, LLC
State Registrations1 state
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