EPG Wealth Management provides investment management and financial planning services to individuals, families, trusts, and businesses. EPG Wealth Management builds customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon. The firm's services include direct portfolio management, third-party asset manager accounts, retirement plan consulting, advisory services for self-directed retirement plans, and wrap fee programs. EPG Wealth Management also offers comprehensive financial planning covering budgeting, tax strategies, insurance needs, retirement projections, and estate planning. The firm works with clients on a discretionary or non-discretionary basis, meaning advisors can manage trades on your behalf or require your approval for each transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable in some instances. Accounts custodied at National Financial Services are subject to a minimum monthly fee of $10.42.