EPL Investment Advisory offers personalized investment advice and portfolio management. They work with individuals, pension plans, trusts, and businesses. Services include developing investment strategies based on your goals and risk tolerance, and ongoing monitoring and rebalancing of your portfolio. They also offer financial consulting on specific financial topics.
Assets Under Management$22M
Clients91
Advisors1
Avg. per Client$240K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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