Tepp Wealth Management offers investment advice tailored to clients' needs and objectives through discretionary portfolio management. They may use sub-advisors and model portfolios. Tepp also provides financial planning services, ranging from broad-based to single-subject planning, and pension consulting services to employee benefit plans. They may recommend third-party money managers.
Fee Structure
Tepp Wealth Management's annual fee for managing your investments is negotiable, typically ranging from 0.5% to 2.0% of the value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration requested. Fees are billed quarterly, based on the portfolio value at the end of the quarter.