Ryan Serrecchia is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 22 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 8 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 (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.
More Advisors
- Stephen Knadle, CFAEp Wealth Advisors
- James Holden, CFPEp Wealth Advisors
- Elliott Servais, CFPEp Wealth Advisors
- Kevin Beebe, CFAEp Wealth Advisors
- Matthew Christopher, CFAEp Wealth Advisors
- Jeffrey Ingraham, CFAEp Wealth Advisors