Scott Sayre is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Salt Lake City, UT, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 20,738 clients with $45B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EP Wealth Advisors charges an annual fee based on a percentage of the total value of your investment portfolio. The fee schedule varies depending on your specific arrangement, and rates are typically negotiable based on relationship size and complexity. Fees are usually billed either quarterly in advance or quarterly in arrears.
- Standard portfolio management fees are based on a percentage of assets under management.
- Non-discretionary accounts may be subject to higher fees than discretionary accounts.
- Some clients who joined through firm acquisitions may retain legacy fee schedules negotiated with their original advisors.
Location
3115 East Lion Lane, Suite 100, Salt Lake City, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Scott is the owner of Focused Financial Education Services, LLC, where he works as a professional speaker and instructor since 2002. He dedicates minimal time to speaking to tax, legal, and financial professionals on planning strategies and independent contracting as an instructor for the College for Financial Planning CFP(R) program.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Financial Insight Center
The Insight Group, INC.
Qa3 Financial LLC
Associated Planners Investment Advisory INC
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.
Exams
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