Jeppson Wealth Management provides financial planning and investment management services. Financial planning includes retirement, portfolio management, trust and estate planning, investment consulting, cash flow forecasting, distribution planning, pension planning, insurance planning, risk management, and charitable giving. Investment management involves allocating client assets among individual equity and debt securities, fixed income, mutual funds, and exchange-traded funds. Jeppson Wealth Management also sponsors and manages the Jeppson Wealth Management Wrap Program.
Fee Structure
Jeppson Wealth Management charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.50% per year, depending on the size and complexity of your investments and the services you receive. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month. Jeppson Wealth Management may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.