Epsilon Financial Group manages investment portfolios and provides personalized financial planning for individuals, corporations, and other business entities. Epsilon Financial Group primarily recommends mutual funds and exchange-traded funds, while also accommodating requests for individual stocks, bonds, and fixed-income products. The firm builds diversified portfolios using Modern Portfolio Theory and the Efficient Market Hypothesis, while utilizing third-party technology platforms incorporating artificial intelligence for research and data aggregation. Services cover retirement planning, tax strategies, estate planning, education funding, and general cash flow management. Epsilon Financial Group requires a minimum account size of $250,000 for new accounts, though smaller accounts may be accepted at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The quarterly fee is a maximum of 0.50% annually of the value of the assets managed. Fees are negotiable depending on the size of the account.