About LEPPLA CAPITAL MANAGEMENT LLC
LEPPLA CAPITAL MANAGEMENT LLC is a leading financial management firm that specializes in creating long term financial solutions for their clients. The firm takes a client-centered approach, understanding that each individual’s financial situation is unique and requires personalized attention. With years of experience in the financial industry, LEPPLA CAPITAL MANAGEMENT LLC has established itself as a trusted and knowledgeable financial expert, providing sound advice to clients and helping them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides long term financial solutions
- Takes a personalized approach based on individual needs
- Years of experience in the financial industry
- Trusted and knowledgeable financial expert
Facts and Insights
The table below showcases key financial data for LEPPLA CAPITAL MANAGEMENT LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
These numbers demonstrate the firm’s successful track record and its ability to consistently provide financial solutions to its clients.
Financial Services Offered
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning and management
LEPPLA CAPITAL MANAGEMENT LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. The firm’s team of experts are well-versed in these areas and provide personalized solutions to meet the specific financial goals of each client.
Client Types
LEPPLA CAPITAL MANAGEMENT LLC caters to a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Retirees
- High net-worth individuals
The firm’s personalized approach allows them to cater to the unique financial needs of each client, regardless of their background or financial goals.
Fees & Compensation
LEPPLA CAPITAL MANAGEMENT LLC employs a fee-only model, meaning their sole source of compensation comes from the fees their clients pay for their services. This ensures that the firm’s interests are aligned with their clients, as their success is directly tied to their clients’ success.
Background
LEPPLA CAPITAL MANAGEMENT LLC was founded in 2005 by John Leppla, a finance expert with over 20 years of experience in the industry. The firm has since grown to become a trusted name in the financial management sector, with a team of highly qualified advisors dedicated to providing top-notch financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, LEPPLA CAPITAL MANAGEMENT LLC is required to disclose any potential conflicts of interest to their clients. The firm prides itself on transparency and ensures that all potential conflicts are disclosed upfront to clients.