Susan Koe is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Peoria, AZ, with 18 years of industry experience. Susan 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
16165 N 83 rd Ave Suite #200, Peoria, AZ, 85382
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Regulatory History (1)
Regulatory
October 2023Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Better Money Decisions
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Vanguard Marketing CorporationBroker
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.