Assets Under Management

$6.9M

Number of Clients

87

Number of Advisors

6

Average Client AUM

$79K

AUM per Advisor

$1.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Justin D. Hathaway is an Investment Advisor Representative with EPI Financial Group LLC. He is also an insurance agent and estate plan coordinator, spending over 50% of his time in these roles. He may receive commissions from insurance products and benefits from Gradient Investments, LLC.

Areas of Practice
Insurance PlanningEstate Planning
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Location

5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809

6 Advisors at this firm

Epi Financial Group | TrueAdvisor