Nathan Clements is a registered investment advisor at Epi Financial Group, based in Troy, MI, with 24 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 87 clients with $6.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EPI Financial Group offers investment management through AE Wealth Management (AEWM). AEWM charges 1.50% annually, and EPI receives 1.0% of that fee. The total fee will not exceed 2% annually and may be negotiable. Fees are billed monthly based on the average daily balance of the account. EPI also refers clients to third-party money managers, where fees range from 0.6% to 2.6% annually, with EPI receiving 50-65% of the total advisory fees.
Location
5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Epi Financial Group
Previous Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.