Michael Goldman is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Falmouth, ME, with 16 years of industry experience. Michael 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, Middle Income, and 2 more. 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.
Contact
Michael Goldman
Location
19 Northbrook Dr, Falmouth, ME, 04105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leo is the Treasurer and Financial Officer for the Leo & Rhea Fay Fruhman Foundation, a private charitable foundation. His duties include investment oversight, bookkeeping, and grant funding, taking a few hours per week.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Gather Financial Planning
Wealth Gathering, LLC
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.
Exams
Additional Information
Using money-management techniques to live a meaningful and rewarding life is something Michael puts into practice himself. Skillful financial management enabled him to pay for an advanced education and travel extensively, as well as move to Maine. He discovered Maine while completing his master's degree at New York University and loved the area immediately. Upon moving in 2000, he was able to attend the Center for Furniture Craftsmanship in Rockport to develop his skills in his favorite hobby, woodworking. He was only at the school a year and a half before he began building his own home, which he completed in 2004. He met his wife Michelle in Portland, where they are raising their two daughters. Committed to community, he is honored to serve on the board of two charitable organizations.