Gregory Wells is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 16 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 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.
Contact
Gregory Wells
Location
21515 Hawthorne Blvd., Suite 1200, Torrance, CA, 90503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ep Wealth Advisors
State Registrations9 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
Greg Wells, CFP®, AWMA is a Vice President at EP Wealth Advisors. Greg grew up in Glendora, California. He attended University of California, Santa Barbara where he majored in Law and Social Sciences. Greg played 4 years of Division I golf at UC Santa Barbara, where he was the team captain for 2 years, and then played 3 years of professional golf on the Canadian Tour and throughout North America. After working for 2 years at Paychex in San Francisco with small businesses on employee benefits, Greg started at EP Wealth Advisors in 2010. Greg specializes in working with athletes, business owners, and high net worth individuals. Greg lives in Hermosa Beach with his wife and daughter and enjoys spending time at the beach and golfing.
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