Danny Moore is a registered investment advisor at Epg Wealth Management LLC, based in Amelia Island, FL, with 29 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,194 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable in some instances. Accounts custodied at National Financial Services are subject to a minimum monthly fee of $10.42.
Fee Estimator
Location
Amelia Island, FL
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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.
Learn about disclosures →Other Business Activities
Danny is the CEO, CFO, and owner of DLM Financial Services, Inc., a pass-through entity. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Epg Wealth Management LLC
Previous Registrations
Arkadios CapitalBroker
Acg Wealth INC.
Triad Advisors, INC.
Triad Advisors, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.Broker
Financial Network Investment CorporationBroker
State Registrations1 state
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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