JK
JK

Jesse Carl Koepp

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningCharitable GivingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
660 clients
Average Client Portfolio
$8.2M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.75%

Fees may vary based on strategy, fee negotiation, and changes in fee schedules over time.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

384 North Grand Street, Cobleskill, NY, 12043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fenimore Asset Management, INC.
July 2018 - Present · 7 yrs 7 mos
Fenimore Securities, INC.Broker
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
Trustco Bank
December 2003 - December 2006 · 3 yrs
Mercer Allied Company, L.P.Broker
January 1999 - February 2003 · 4 yrs 1 mo
State Registrations4 states
FLNCNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.