Business Description

Braver Wealth Mangement is a fee-only SEC registered investment advisory and financial planning firm. Our investment philosophy stresses risk control, down market protection and a focus on consistent compounding of returns. Using proprietary investment strategies, we combine traditional long term investing with actively managed tactical solutions. We seek to create a superior diversified investment experience-one that provides for participation in up markets while providing protection and wealth preservation in down markets.

Each plan is fully customized to client needs and priorities. We have been very successful over 20+ years in managing, preserving, and growing our client's wealth.

We are a seasoned team of professionals consisting of CFA's, CFP's, CPA's and MBA's.

General Information

Gender:

Male

CRD#:

2167252

Firm CRD#:

104747

SEC File#:

801-26501

Name of Custodial Firm:

Fidelity Investments & TD Ameritrade

States Licensed in:

MA, RI, NH, NJ

States Willing to do Business in:

All

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

Mr. Lepson has over twenty years of experience in the financial services industry. Prior to joining Braver Wealth in 2011, Bob was Vice-President and Regional Planning Consultant with Fidelity Investments. He worked closely with high-net worth clients and their financial representatives in Fidelity’s retail branches throughout the Boston area. He has extensive experience in retirement income planning, risk controlled portfolio design and charitable giving strategies. Prior to Fidelity, Bob spent the first 10 years of his career with North American Underwriting Managers, The Bulfinch Group and Chestnut Hill Financial Group working in similar planning and investment management roles. Bob’s financial planning focus, comprehensive market knowledge and relationship management skills are a perfect match for Braver Wealth Management’s top priorities: client success and service.

I work with the following types of clients:

Businesses, Retirement Plans, Non-Profit Organizations, Individual Investors

Education

Academic Background

Bachelor of Arts - Brandeis University

Services

Investment Types:

Mutual Funds, Commodities, Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®)

Securities Licenses:

Series 66

Financial Organization Memberships:

Financial Planning Association (FPA), Boston Estate Planning Council

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

300

Firm's Number of Planning Clients:

100

Firm's Number of Managed Clients:

300

Assets Managed by Firm:

$500,000,000

Advisor's Number of Clients:

Advisor's Number of Managed Clients:

Advisor's Number of Planning Clients:

Assets Managed by Advisor:

$30,000,000

Compliance

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Fee Structure:

I am a fee-only financial professional

Minimum Portfolio Size for New Managed Accounts:

$500,000

Compensation Methods:

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets:

1.00%

Hourly Rate:

$250

Flat Fee Rate:

$1k-$6k

Minimum Fee Charged for Managed Accounts:

Minimum Fee Charged for Hourly Planning Accounts:

Minimum Fee Charged for Flat Fee Accounts:

Prepared By:

Robert Lepson, CFP®