Wyatt Schrepfer
Wyatt Schrepfer is a registered investment advisor at Prime Capital Financial, based in Boerne, TX, with 8 years of industry experience. Wyatt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
616 E Blanco, Suite #201-A, Boerne, TX, 78006
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2022Other Business ActivitiesSells Insurance
Wyatt is an insurance agent selling fixed insurance products through Prime Capital Risk Management, dedicating a few hours per week. He is also a member of CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Prime Capital Financial
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Taylor Knopf, CFPPrime Capital Financial
- Alec Walker, CFPCrestmont Private Wealth LLC
- Robert Hartman, ChFCMML Investors Services, LLC
- Keith Morales, CFPCharles Schwab & CO., INC.
- Jenifer Yi, ChFCEagle Strategies LLC
- Scott Wallace, CFPKovack Advisors, INC.