Niels Jepsen
Niels Jepsen is a CFP-designated registered investment advisor at Systematic Wealth Management, INC., based in Glenwood Springs, CO, with 4 years of industry experience. Niels operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
The annual advisory fee is 0.95%.
Fee Estimator
Location
817 Colorado Avenue, Suite 303, Glenwood Springs, CO, 81601
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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
Systematic Wealth Management, INC.
Previous Registrations
Wealth Legacy Institute, INC.
State Registrations1 state
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