Epoch Family Wealth offers investment advice tailored to clients' needs, including portfolio management and financial planning. For portfolio management, they determine investment objectives and risk tolerance to develop a suitable strategy, requiring discretionary authority to manage accounts. Financial planning services involve analyzing clients' financial resources and providing recommendations to achieve their goals. Clients are not obligated to act on these recommendations or implement them through Epoch Family Wealth.
Assets Under Management$9.7M
Clients9
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$9.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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