EGP Wealth Management is a registered investment advisor based in North Little Rock, Arkansas, offering personalized portfolio management, financial planning, and consulting services. Founded in October 2018, the firm primarily serves individuals, high net worth individuals, pension and profit-sharing plans, and corporations. Portfolio management is offered on both a discretionary and non-discretionary basis, utilizing stocks, bonds, exchange-traded funds, mutual funds, and unaffiliated model portfolios. Clients who engage EGP Wealth Management for portfolio management receive complimentary financial planning at no additional cost. Additionally, the firm provides standalone financial planning and consulting on an hourly basis, as well as pension consulting services for employee benefit plans. EGP Wealth Management emphasizes a tailored approach based on individual risk tolerance, objectives, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Family member account values may be combined to reach breakpoints.