Jack Schepke is a registered investment advisor at Perennial Financial Services, based in Arroyo Grande, CA. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,899 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Investment Advisors manages investments through LPL Financial or Fidelity. The maximum annual fee is 2.00% of the account value, billed quarterly in advance. Fees are negotiable. The firm also utilizes SEI programs and Envestnet programs, with fees up to 2.00% of assets. For held away accounts, the advisory fee is deducted from another client account or invoiced directly to the client.
Location
708C E Grand Ave, Arroyo Grande, CA, 93420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Perennial Financial Services
LPL Financial LLCBroker
State Registrations1 state
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