Matthew
Augspurger

Nepsis, Inc

CRD#5584190
Investment Advisor
in Savage, MN

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About this Advisor

Matthew Augspurger is a financial advisor based in Savage, Minnesota, working with Nepsis, Inc. Matthew has previously held positions at Nepsis Advisor Services, Inc, Nepsis, Inc, Grounded Oaks Capital Management Inc, and Balsam Solutions LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Texas and Washington. Currently, Matthew is part of Nepsis, Inc, which operates out of Savage, Minnesota. The firm has 3 offices and 23 employees. The firm manages assets totaling $350.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Nepsis, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

8674 Eagle Creek Circle
Savage, MN 55378

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Nepsis, Inc Brokerage Details

Total Assets Under Management

$350,793,190

MN Average: $5,289,111,388
Total Number of Employees

23

MN Average: 157
Total Number of Accounts

1,942

MN Average: 8,262
Average Account Size

$180,635

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Matthew Augspurger Work History

2022 - Present (2 years)

Grounded Oaks Capital Management Inc

2017 - Present (7 years)

Balsam Solutions LLC

2015 - Present (9 years)

Nepsis, Inc

2013 - 2015 (2 years)

Nepsis Advisor Serivces, Inc

Disclosures

Please visit the SEC profile of Matthew Augspurger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nepsis, Inc

Craig Golden
Durham, NC
David Paradise
Savage, MN
Darryl Chouinard
Seattle, WA
Matthew Augspurger
Savage, MN
Krew Barber
Savage, MN
Edward Stober
Savage, MN
Thomas Schmid
Savage, MN
Brooks Allen
Savage, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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