Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Klepper is an Investment Advisor Representative registered in California with Genter Capital Management and Genter Advisors LLC. William Klepper has been in the industry since April 2008. He has passed the Series 65 exam. William Klepper is a registered investment advisor with the state of California and has a current registration as an Investment Advisor Representative with Genter Capital Management and Genter Advisors LLC. William Klepper specializes in portfolio management for individuals, businesses, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
One time initial set-up fee of $250
1
2
CA
01/01/2025 - Present
Genter Capital Management (LOS ANGELES CA)
IA
Issued 02/08/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure William Klepper is the right advisor for you? Invested Better is here to help.
