Larry Koeppel, CFP®, MBA Digital Wealth, LLC

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About Larry Koeppel, CFP®, MBA

Hi, I’m Larry Koeppel, founder of Digital Wealth. We work with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. We collaborate with our clients, and help to hold them accountable as they maximize their fullest financial potential, and live their ideal life!

The name Digital Wealth has a dual meaning: First, the firm works mainly with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management. Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted.

Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc.

Our goal is to help you start building your wealth, and improve your money habits now so that you can start building an exceptional financial future.

To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/digitalwealth.

I look forward to meeting you!

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Gen X
  • Investment Planning & Management
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

Basic Planning: Annual Cost: $1,500 for individuals, $1,800 for couples. May be paid monthly or quarterly, in advance.

Comprehensive Planning: One-Time Cost: $1,000 to $2,000 upfront (depending on complexity and needs of the client).
Plus:
Annual Cost $3,000 to $15,000 (may be paid monthly or quarterly, in advance depending on complexity and needs of the client).

Investment Management:
Our standard advisory fee is based on the market value of the assets under management and is calculated as follows:
Account Value Annual Advisory Fee
$0 – $1,000,000 0.95%
$1,000,001 – $5,000,000 0.75%
$5,000,001 and Above 0.55%

 

SEC Records

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