Harlan Flint is a registered investment advisor at Ep Wealth Advisors, based in Santa Fe, NM, with 15 years of industry experience. Harlan 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
136 Grant Ave, Santa Fe, NM, 87501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Harlan is the sole owner of Sightline Ltd., a corporation holding a membership interest in LongView Asset Management LLC, and spends minimal time on it. He also owns 50% of Grant Avenue Partners, LLC, which owns and operates the property occupied by Longview Asset Management LLC, dedicating minimal time to this as well.
Employment History
Current Registrations
Ep Wealth Advisors
Longview Asset Management, LLC
Previous Registrations
Morgan Stanley
State Registrations3 states
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