Scott Geppert is a CFA-designated registered investment advisor at Stonekeep Investments, LLC, based in Sante Fe, NM, with 6 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 5 more. Their firm serves 114 clients with $170M 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 | 1.25% |
| $1M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Sante Fe, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stonekeep Investments, LLC
State Registrations1 state
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