Epic Wealth Management is a registered investment adviser based in Oklahoma City, Oklahoma, offering both discretionary and non-discretionary portfolio management services. The firm builds customized investment portfolios using stocks, mutual funds, exchange-traded funds, unit investment trusts, certificates of deposit, and various types of bonds, tailored to each client's growth or conservative income objectives. Epic Wealth Management views investment management as part of a comprehensive financial plan, incorporating cash flow projections and risk discussions to determine appropriate asset allocations. In addition to investment management, the firm provides personal financial services at no additional fee, including financial modeling, investment tax planning, estate planning and wealth transfer consulting, investment analysis, retirement income planning, and fixed income analysis. Epic Wealth Management primarily serves individuals, high-net-worth individuals, charitable organizations, corporations, and business owners, typically requiring a minimum portfolio asset value of $500,000 per household.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fees vary between 0% and 3% based on the market value of assets, service complexity, and administration level. Fees are negotiable.