Ann-Marie Sepuka is a registered investment advisor at Wellth Advisory Services, LLC, based in Sugar Land, TX, with 29 years of industry experience. Ann-Marie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Sugar Land, TX
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Regulatory History (1)
Customer Dispute
June 2002Other Business Activities
Ann-Marie has several business activities, including DBAs for her LPL business (Strategic Retirement Partners and SRP), and LLCs for tax/investment purposes (SRP Holdings Group LLC and SRP Ventures LLC). She also provides investment advisory services through Global Retirement Partners, spending nearly full-time on this activity until June 2024.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
Global Retirement Partners LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J. B. Hanauer & CO.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.