Jonathan Deyoe is a registered investment advisor at Ep Wealth Advisors, based in Berkeley, CA, with 28 years of industry experience. Jonathan 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
2150 Shattuck Avenue , Suite 700, Berkeley, CA, 94704
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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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Jonathan is the Founder/President of Mindful Money, a financial writing, speaking, workshops, and education business. He spends a few hours per week on this business, which covers investment-related topics.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Mindful Money
LPL Financial LLCBroker
LPL Financial LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
UBS Painewebber INC.Broker
Morgan Stanley Dean WitterBroker
State Registrations1 state
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