Leland Jeppesen
Leland Jeppesen is a registered investment advisor at Waterrock Global Asset Management, based in Mandaluyong City, with 1 years of industry experience. Leland operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 154 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WaterRock Global Asset Management offers discretionary portfolio management with two fee structures:
- Asset-based fees: A percentage of your portfolio's value. The maximum fee is 1.50% for accounts under $5 million and 1.00% for accounts over $5 million. Actual fees depend on your needs, the amount of work required, and the portfolio model selected.
- Performance-based fees: Available only to qualified investors. Includes a percentage of your portfolio's value and a percentage of capital gains. The asset-based fee ranges from 0% to 1.50% for accounts under $5 million and 0% to 1.00% for accounts over $5 million. The performance-based fee is up to 20% of net profit. This option is not available to clients based in Arizona.
Fees may be discounted or negotiated at the discretion of the principal. Trading fees may be rebated for some clients.
Location
Mandaluyong City
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Waterrock Global Asset Management
State Registrations1 state
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