Jepsen Financial provides investment advice and financial planning. They offer stand-alone financial planning services, as well as portfolio management services that incorporate financial planning. Jepsen Financial primarily serves individuals, high net worth individuals, charitable organizations, foundations, corporations, and other businesses.
Assets Under Management$32M
Clients54
Advisors1
Avg. per Client$590K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Portfolio management fee schedule is negotiable. The final fee is outlined in the advisory services agreement. Additionally, Jepsen Financial reserves the right to reduce management fees based on certain criteria that they deem pertinent (e.g., preexisting relationships, related accounts, the anticipation of additional assets, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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