Digital Wealth is a registered investment advisor founded in 2016 and based in Marina Del Rey, California. The firm provides continuous investment management and personalized financial planning services to individuals and families. Digital Wealth builds customized portfolios primarily using index mutual funds and exchange-traded funds, applying Modern Portfolio Theory with a focus on passive, long-term investing and broad asset allocation. In addition to managing investments, Digital Wealth offers standalone and comprehensive financial planning covering retirement, cash flow, debt management, employee benefits, estate planning, insurance, and tax strategies. The firm is led by Laurence Koeppel, who holds the Certified Financial Planner designation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are blended, prorated, and paid quarterly in arrears. Fees are negotiable.