Alan Keppler is a registered investment advisor at Titleist Asset Management, LLC, based in Greenville, SC, with 15 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
Greenville, SC
Get directionsHistory
Regulatory History (1)
Criminal
September 2007Other Business Activities
Alan operates as Managing Partner / Investment Advisor for Paragon Private Wealth Group, dedicating full-time hours to this business. He is also a Registered Representative with Titleist Capital, LLC and an Investment Adviser Representative with Titleist Asset Management, LLC.
Employment History
Current Registrations
Titleist Asset Management, LLC
Titleist Capital, LLC
Titleist Capital, LLCBroker
Previous Registrations
Titleist Capital, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations2 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.