Jonathan Bacon is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 8 years of industry experience. Jonathan 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.
Contact
Jonathan Bacon
Location
25500 Hawthorne Blvd., Suite 1030, Torrance, CA, 90503
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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 →Other Business Activities
Jonathan is a board member of the Financial Planning Association of Los Angeles (FPLA), a professional organization. He spends a few hours per week on this non-investment related activity, primarily assisting with vendor payments as treasurer.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Harris Financial Advisors, INC.
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
More Advisors
- Ryan Serrecchia, CFPEp Wealth Advisors
- Stephen Knadle, CFAEp Wealth Advisors
- James Holden, CFPEp Wealth Advisors
- Jeffrey Ingraham, CFAEp Wealth Advisors
- Kevin Beebe, CFAEp Wealth Advisors
- Joey Roman, CFPEp Wealth Advisors