Brett Koeppel is a CFP-designated registered investment advisor at Eudaimonia Wealth, based in Buffalo, NY, with 12 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 39 clients with $36M 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 | 1.20% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Contact
Brett Koeppel
Location
1207 Delaware Avenue, Suite 110, Buffalo, NY, 14209
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Brett is a member of the Board of Directors for the Financial Planning Association of Western New York. He dedicates minimal time to this role.
Employment History
Current Registrations
Eudaimonia Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dynasty Capital Partners, 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.
Exams
Additional Information
I grew up in Kenmore and attended Canisius College where I earned a degree in Finance. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ designation— demonstrating my commitment to the highest standards of integrity and professionalism in the industry.