EP Wealth Advisors is an independent registered investment advisor providing comprehensive wealth management services, including portfolio management, financial planning, tax preparation, and estate planning coordination. The firm builds personalized investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon. EP Wealth Advisors primarily utilizes mutual funds, exchange-traded funds, and individual equity securities, and can also advise on alternative investments and annuities. Services are designed for individuals and families, with a standard minimum account size of $500,000, though the firm may waive this minimum under certain circumstances. EP Wealth Advisors operates on a fee-based model, charging a percentage of assets under management for portfolio oversight, alongside separate fees for standalone financial planning or consulting services when applicable.
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.
