Scott Geppert is a CFA-designated registered investment advisor at Stonekeep Investments, LLC, based in Irving, TX, 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 Divorce Planning, Education Planning, Estate 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% |
Fees may be negotiable based on factors such as historical relationship, type of assets, and anticipated future assets. No management fee is charged on cash accounts.
Fee Estimator
Location
Irving, TX
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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
Stonekeep Investments, LLC
State Registrations1 state
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Exams
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