Andrew Szewc
Andrew Szewc is a registered investment advisor at Ep Wealth Advisors, based in Brighton, MI, with 3 years of industry experience. Andrew 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
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.
Location
135 W North St., Brighton, MI, 48116
Get directionsHistory
Regulatory History (1)
Criminal
November 2023Other Business ActivitiesSells Insurance
Andrew is a partner in Pantheon Partners, LLC and R&S Global Investment, LLC, but does not actively run business through either. He also sells fixed insurance as an insurance agent and serves on several boards, including as treasurer for the Work Skills Foundation Board.
Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Executive Wealth Management, LLC
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.