Ernest Pepel
Ernest Pepel is a registered investment advisor at Michael Traxler Wealth Management, LLC, based in New Prague, MN, with 6 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 433 clients with $190M 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 $49K | 1.40% |
| $49K - $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 0.95% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts held at American Funds Service Company (AFS), the fee is 1% annually. For annuity management, the fee is 0.6% annually.
Fee Estimator
Location
222 Main St. E., New Prague, MN, 56071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Michael Traxler Wealth Management, LLC
State Registrations2 states
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