Richard Artzi
Richard Artzi is a registered investment advisor at Epg Wealth Management LLC, based in Atlanta, GA, with 27 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. 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
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
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 →Other Business ActivitiesSells Insurance
Richard is involved with QMP Insurance Holdings, an insurance brokerage, assisting with enrollment processes, which takes minimal time. He is also president of ROA Financial Services, LLC, and a partner in G&R Partners, LLC and Arke Capital, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Epg Wealth Management LLC
Arkadios CapitalBroker
Previous Registrations
Acg Wealth INC.
Triad Advisors, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Declaration Distributors, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations9 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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