Charles Etzweiler is a CFP-designated registered investment advisor at Nepsis, INC., based in Minneapolis, MN, with 27 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 590 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nepsis, Inc. manages investments through a wrap fee program. The maximum annual fee is 2.50% of your portfolio's value, but this fee is negotiable. In addition to the management fee, there is an asset-based pricing fee that covers the cost of security purchases and sales:
- First $75,000 — 0.20% of your portfolio per year
- $75,001 to $2,000,000 — 0.12% of your portfolio per year
- Over $2,000,001 — 0.08% of your portfolio per year
There is also a quarterly performance reporting/account maintenance fee of $21.25 per account.
Location
Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423
Get directionsHistory
Regulatory History (1)
Judgment / Lien
March 2019Other Business Activities
Charles is a board member of Equipping Pastors International, an organization that trains pastors in foreign lands. He dedicates minimal time to this activity, primarily for an annual board meeting.
Employment History
Current Registrations
Nepsis, INC.
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Nepsis Capital Management, INC.
Thrivent Investment Management INC.Broker
Crown Capital Securities, L.P.Broker
Fisher Investments
Thrivent Investment Management INC.Broker
Woodmen Financial Services, INC.Broker
Aal Capital Management CorporationBroker
Wells Fargo Securities INC.Broker
Forum Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.