Epic Financial is a registered investment advisor based in Hudson, Ohio, that has been helping clients since 2013. The firm manages investment portfolios using strategies grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, focusing on asset allocation and cost-effective exchange-traded funds and mutual funds. In addition to managing your investments—sometimes utilizing a sub-adviser for trading services—Epic Financial provides comprehensive financial planning covering personal goals, retirement income, insurance needs, estate planning, and tax strategies. The firm acts legally in your best interest when providing advice and does not require a minimum account size to get started.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Annual fees are negotiable in certain cases and are generally pro-rated and paid in advance on a monthly or quarterly basis.
