Joseph Schepers is a registered investment advisor at Millennial Advisers, LLC., based in Las Vegas, NV, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 297 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Millennial Advisers' fee is negotiated with each client and generally ranges from 0.50% to 2.00% of your portfolio's value. The fee is deducted monthly or quarterly. If your assets are managed by a third-party money manager, you'll pay additional fees to that manager. This fee does not include transaction fees or brokerage commissions.
Location
Las Vegas, NV
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Regulatory History (1)
Criminal
October 2014Other Business Activities
Joseph owns rental property in Nevada since 2022, generating income from rent payments. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Millennial Advisers, LLC.
Allied Millennial Partners, LLC
Allied Millennial Partners, LLCBroker
Previous Registrations
Kern, Suslow Securities, INC.Broker
Synergy Investment Group, LLCBroker
Chase Investment Services CORP.Broker
Moors & Cabot Financial Advisors, LLCBroker
National Securities CorporationBroker
Joseph Gunnar & CO. LLCBroker
Grodsky Associates, INC.Broker
State Registrations46 states
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.