Julee Sarto is a registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 25 years of industry experience. Julee 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
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julee is the Secretary of Safe Harbor Credit Union, dedicating minimal time, and Treasurer for Connexion Point, spending a few hours per week. She also works as an insurance agent for Executive Financial Planning, Inc. selling fixed insurance products, which takes about a quarter of her time, and is a board member of the Rotary Club of Ludington, spending a few hours per week.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Executive Wealth Management, LLC
Private Client Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Primevest Financial Services, INC.
Cetera Investment Services LLCBroker
Mellon Securities LLCBroker
Nathan & Lewis Securities, INC.Broker
Bisys Brokerage Services, INC.Broker
State Registrations2 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.