Derek Holman is a registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 27 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 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
21515 Hawthorne Blvd., Suite 1200, Torrance, CA, 90503
Get directionsHistory
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 →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Premier Financial Management, LLC
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
Additional Information
Derek Holman is a Fee Only Financial planner in Los Angeles, CA. Derek Holman is a NAPFA-Registered Financial Advisor.
More Advisors
- Ryan Serrecchia, CFPEp Wealth Advisors
- Stephen Knadle, CFAEp Wealth Advisors
- James Holden, CFPEp Wealth Advisors
- Jeffrey Ingraham, CFAEp Wealth Advisors
- Kevin Beebe, CFAEp Wealth Advisors
- Joey Roman, CFPEp Wealth Advisors