Epiphany Wealth Management offers investment management based on your goals, risk tolerance, and time horizon. They create a personalized investment plan for each client. Financial planning services cover investments, risk, taxes, retirement, college, and debt. Epiphany Wealth may allow clients to restrict investments based on their values, but reserves the right to end the relationship if restrictions prevent them from properly servicing the account.
Assets Under Management$30M
Clients53
Advisors1
Avg. per Client$570K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Adviser and client may engage in discussions regarding fee structure on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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