Jason Brown is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Phoenix, AZ, with 16 years of industry experience. Jason 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, High Net Worth, and 4 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
3131 E Camelback Rd # 135, Phoenix, AZ, 85016
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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 →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Bcg Securities, INC.
Pinnacle Peak Private Client Group, LLC
Bcg Securities, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities LLCBroker
Edward JonesBroker
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.
Exams
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