Ezequiel Roson is a registered investment advisor at Epic Advisory Services CORP, based in Buenos Aires, with 3 years of industry experience. Ezequiel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 177 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Epic Advisory charges a percentage of the value of your account annually. The fee depends on the type of account (discretionary or non-discretionary) and the amount you have invested. A portion of the fees may be shared with a sub-advisor if one is appointed.
The annual fees are:
- Over $50,000,000: 0.75%
- $25,000,000 to $49,999,999: 0.85%
- $10,000,000 to $24,999,999: 1.00%
- Up to $9,999,999: 1.50%
Fees are negotiable and may be reduced or waived at Epic Advisory's discretion.
Location
Buenos Aires
Get directionsHistory
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
Ezequiel works as an assistant at Capital Markets Argentina SA, an affiliated broker dealer, and as an investment consultant at Epic Advisory Services. He also works as an advisor at Asset Managers Agente de Valores, providing investment advice to local clients.
Employment History
Current Registrations
Epic Advisory Services CORP
Epic Capital SecuritiesBroker
Epic Capital Securities
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.