Epiphany Capital offers financial planning, coaching, and investment management. Financial planning covers retirement, investments, estate, insurance, college, business succession, and tax planning. Epiphany Capital also provides ongoing advice on assets, even those held outside the firm. For investment management, Epiphany Capital recommends third-party portfolio managers to invest client assets based on their goals and financial situation. Epiphany Capital acts as a liaison between the client and the third-party manager.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The fee for the first $1,000,000 is included in the financial advisement fee of $10,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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