Sheila Hoopes is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in San Diego, CA, with 2 years of industry experience. Sheila 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
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Average Client Portfolio
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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
Sheila Hoopes
Location
3655 Nobel Drive #200, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ep Wealth Advisors
Previous Registrations
Creative Capital Management Investments LLC
State Registrations1 state
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