About Larry Koeppel, CFP®, MBA
Digital Wealth typically works with busy technology professionals and their families who are serious about saving and working to achieve their financial goals. They are looking for Digital Wealth to collaborate with them, hold them accountable and help them maximize their fullest financial potential to live their ideal life.
The first meeting is complimentary. This meeting serves as time to get to know one another and see if we can work well together. We will chat about your goals and finances at a high level, discover areas of opportunity and discuss how we can move forward together. If Digital Wealth can provide value then we will begin a working relationship; if not, then there is no cost or obligation.
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, Washington D.C., Research Triangle, etc.
No, unlike other firms Digital Wealth does not have a minimum. Financial planning services are available for you prior to accumulating wealth. We want to instill the proper money habits early so wealth accumulation will come easier and automated. We do expect you to subscribe to either the Basic Planning or Comprehensive Planning program for Digital Wealth to provide Investment Management.
I look forward to meeting you!
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- Generation X
- Stock Options Planning
- Technology Executives
- Technology Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
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).
Annual Cost $3,000 to $15,000 (may be paid monthly or quarterly, in advance depending on complexity and needs of the client).
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%