EPG, Incorporated offers investment advice to community-based financial institutions and individuals, including trusts and charitable foundations, and high-net-worth individuals. EPG provides advice on equities, exchange-traded funds, mutual funds, and fixed income securities. EPG also offers asset/liability management and long-range strategic planning services to financial institutions.
Assets Under Management$3.5B
Clients78
Advisors4
Avg. per Client$45M
Avg. per Advisor$870M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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