Epic Investment Management provides investment management services to individuals and high-net-worth individuals. Epic uses a blended account approach, primarily investing in equities, with some fixed income and other asset classes. Epic aims for long-term capital growth with manageable risk, but is not suitable for clients focused on current income or capital preservation. Clients can impose restrictions on investments, provided they align with Epic's principles and don't create an undue burden.
Assets Under Management$44M
Clients8
Advisors1
Avg. per Client$5.5M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $12.0M | 0.70% |
| $12M+ | 0.50% |
Fee schedule is negotiable. A fee discount may be offered to certain clients, at Epic's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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