EPIQ Partners offers investment consulting, portfolio management, and advice to individuals, families, and related business entities. They take a consultative approach to understand client objectives and constraints, tailoring services to individual needs. EPIQ manages assets by allocating investments among individual debt and equity securities, mutual funds, exchange-traded funds, and private investments. Clients are advised to promptly notify EPIQ of any changes in their financial situation or investment objectives.
Fee Structure
EPIQ Partners provides investment management services for an annual fixed fee which is negotiable and will not exceed 1% of the assets under management. In limited instances, the firm has negotiated a fee based directly on a percentage of assets under management, which also will not exceed 1%. This fee is charged quarterly in advance. There is a minimum quarterly fee of $1,500.