EPIC Wealth Advisors provides financial planning services to individuals and families, focusing on pre- and post-retirement planning. EPIC helps clients define their goals, assess their risk profile, and develop savings and withdrawal plans. EPIC then refers clients to unaffiliated third-party investment advisors for investment management, receiving a portion of the fees paid by the client. EPIC reviews and updates client plans at least annually.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...