Mark Duvall is a CFA-designated registered investment advisor at Ep Wealth Advisors, based in Menlo Park, CA, with 27 years of industry experience. Mark 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
535 Middlefield Rd Suite 160, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2001Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Opes Wealth Management, LLC
Opes Advisors, INC.
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Securities INC.Broker
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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