Ryan Serrecchia is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 21 years of industry experience. Ryan 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, Divorce Planning, and 5 more. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
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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
21515 Hawthorne Blvd., Suite 1200, Torrance, CA, 90503
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Regulatory History (1)
Customer Dispute
September 2012Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Horan Capital Management,llc
Amerivest Investment Management, LLC
TD Ameritrade, INC.
AXA Advisors, LLC
State Registrations3 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
Additional Information
Ryan Serrecchia is the Executive Vice President and Partner at EP Wealth Advisors, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. He has a specialty helpingsmall business ownersas well as lawyers, doctors, executives, and employees of publicly traded companies, real estate investors, divorcees, widows, and retirees. He is also responsible for the Orange County region, and he was formerly the head of advisors from 2018 to 2020, where he co-developed advisor best practices for the Financial Health Assessment as well as the EP Way for managing client relationships.