David Klepeisz is a registered investment advisor at Accruent Wealth Advisors, based in Winston-Salem, NC, with 10 years of industry experience. David 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, Insurance Planning, and 3 more. Their firm serves 146 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 | 0.75% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $6.0M | 0.45% |
| $6.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fee Estimator
Contact
David Klepeisz
Location
1399 Ashleybrook Lane, Suite 120, Winston-Salem, NC, 27103
Get directionsHistory
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
Accruent Wealth Advisors
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations2 states
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