Epic Wealth Management offers non-discretionary portfolio management services, meaning you approve all trades before they're made. Epic Wealth Management works with you to create an investment plan based on your financial situation, risk tolerance, and goals. Epic Wealth Management primarily advises on stocks, mutual funds, exchange-traded funds, CDs, and bonds. Epic Wealth Management may recommend rolling over your employer's retirement plan to an IRA managed by them, which presents a conflict of interest.
Fee Structure
Epic Wealth Management's annual fee for managing your investments varies from 0% to 3% of the value of your portfolio. The exact fee depends on the size of your portfolio, the complexity of the services, and the level of administration you request. Epic Wealth Management typically requires a minimum portfolio asset value of $500,000 per household, but may make exceptions. These fees are separate from brokerage expenses and transaction costs.