Epona Financial Solutions offers financial planning, divorce settlement analysis, and investment management services on a fee-only basis. They provide advice on budgeting, investment reviews, asset allocation, college funding, insurance, estate document review, and divorce settlement analysis. Each client relationship begins with an initial meeting to determine needs and the scope of the engagement.
Assets Under Management$42M
Clients28
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.20% |
| $4M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
