Karly Holland is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Bethesda, MD, with 6 years of industry experience. Karly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 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
Karly Holland
Location
6701 Democracy Blvd #300, Bethesda, MD, 20817
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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
Divergent Planning
State Registrations2 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
Karly’s inspiration for a career in financial planning was sparked in college when she realized that many of her peers didn’t understand basic budgeting. Karly’s dad had taught her to be responsible with money, and she wanted to build on that knowledge so she could help herself and others. Today as a CERTIFIED FINANCIAL PLANNER™ professional, she is thrilled to help our clients understand the why and the how of their financial planning recommendations so that they can feel confident that they are on the right track.
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