Episteme Advisors provides investment supervisory services and manages investment advisory accounts. The firm advises on equity securities, warrants, corporate debt, commercial paper, certificates of deposit, municipal securities, investment company securities, US government securities, options, futures, and partnership interests. At the beginning, Episteme Advisors will meet with each client to review their financial and investment needs, duration of investments, time to retirement, and risk tolerance. Based on this profile, an investment plan that is suitable for the client will be determined.
Assets Under Management$130K
Clients2
Advisors1
Avg. per Client$63K
Avg. per Advisor$130K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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