EPI Financial Group is a registered investment advisor that offers personalized financial planning and investment management services. The firm helps individuals and families build customized financial plans covering retirement strategy, cash flow analysis, tax reduction strategies, estate preservation, and risk management. For investment management, EPI Financial Group utilizes third-party platforms and sub-advisors, such as AE Wealth Management and Gradient Investments, to manage client portfolios according to their specific goals and risk tolerance. The firm specializes in working with individuals, charitable organizations, and corporate entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary depending on the chosen platform and sub-advisor, ranging from 1.00% to 2.50% annually. Rates are negotiable.