Bruce Leppla is a registered investment advisor at Leppla Capital Management LLC, based in San Francisco, CA, with 14 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 15 clients with $47M 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 $600K | 1.20% |
| $600K - $1.0M | 1.08% |
| $1M+ | 0.96% |
Fees are negotiable. Qualified investors are charged an asset based management fee not to exceed 1.80% on all assets under management and a performance based fee not to exceed 20% of net profits above a mutually agreed upon high water mark.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce is a partner at the law firm Lieff Cabraser Heimann & Bernstein LLP, providing litigation services. This takes nearly all of Bruce's time, about 40 hours per week.
Employment History
Current Registrations
Leppla Capital Management LLC
State Registrations1 state
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