Stanley Epps
Stanley Epps is a registered investment advisor at Centaurus Financial, INC., based in Chesapeake, VA, with 42 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
618 Prosperity Way, Chesapeake, VA, 23320
Get directionsHistory
Regulatory History (1)
Criminal
May 1979Other Business ActivitiesSells Insurance
Stanley is the president of EPPS Financial Services, dedicating about 10-20% of his time to this investment-related activity, which includes the sale and service of life and health insurance. He also owns CYE Properties LLC, spending minimal time managing rental property finances.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Usallianz Securities, INC.Broker
1717 Capital Management CompanyBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 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.