Albert Herzog
Albert Herzog is a CFP, ChFC-designated registered investment advisor at Ep Wealth Advisors, based in Brighton, MI, with 42 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Location
135 W North St., Brighton, MI, 48116
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Regulatory History (1)
Regulatory
May 2023Other Business ActivitiesSells Insurance
Albert owns several businesses, including EWM Capital LLC, Executive Financial Planning, Inc., Executive Wealth Management, EWM Tax Solutions, LLC, Herzog Ventures, LLC, Northstreet Partners, LLC, and Herzog and Associates. He dedicates nearly full-time hours to Executive Wealth Management and minimal time to the other ventures, with Executive Financial Planning involving insurance and securities.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Private Client Services, LLCBroker
401k Gps
401(k) Gps, INC.
Executive Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
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.