Epsilon Financial Group (EFG) offers investment advisory and consulting services, including financial planning. EFG creates tailored financial plans covering various aspects like personal data, goals, budgeting, tax, insurance, investments, retirement, education, and estate planning. Investment advice is part of this planning process. EFG primarily recommends mutual funds and ETFs, but clients can request individual securities. EFG does not hold client funds.
Assets Under Management$550M
Clients495
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The quarterly fee is a maximum of one half of one percent (.005) of the value of the assets on which advice is provided. The fee is negotiable depending on the size of the account. Annualized rate is 2.0%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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