Rodolfo Ernesto Rodriguez

Epg Wealth Management LLC

25 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Epg Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,114 clients

Average Client Portfolio

$445K average

Assets Under Management

$495.5M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K - $2.5M	1.25%
$2.5M - $4.0M	1.00%
$4M+	0.75%

Fees may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305

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History

Regulatory History (1)

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Criminal

November 1990

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Rodolfo is the CEO of Kinship Wealth Partners LLC, a financial services practice operating under a DBA. He dedicates his time to this activity during trading hours.

Employment History

Current Registrations

Arkadios CapitalBroker

January 2023 - Present · 3 yrs 1 mo

Epg Wealth Management LLC

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Esi Financial Advisors

September 2015 - December 2022 · 7 yrs 3 mos

Equity Services, INC.Broker

September 2015 - December 2022 · 7 yrs 3 mos

Metlife Securities INC.Broker

January 2015 - September 2015 · 8 mos

Metlife Securities INC.

January 2015 - September 2015 · 8 mos

New England Securities Corporation

April 2014 - January 2015 · 9 mos

New England SecuritiesBroker

July 2009 - January 2015 · 5 yrs 6 mos

AXA Advisors, LLCBroker

June 2005 - July 2009 · 4 yrs 1 mo

AXA Advisors, LLC

June 2005 - May 2006 · 11 mos

Mony Securities Corporation

April 2003 - June 2005 · 2 yrs 2 mos

Mony Securities CorporationBroker

November 2000 - June 2005 · 4 yrs 7 mos

State Registrations4 states

ALFLGASC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.