EPIC Wealth Management offers financial planning and investment management services to individuals and businesses. Financial planning covers retirement, education, budgeting, and insurance. Investment management is primarily handled through sub-advisors, with EPIC monitoring performance and maintaining the authority to change sub-advisors. EPIC has a conflict of interest related to its ownership in Fountainhead AM, LLC (FAM), a sub-advisor.
Assets Under Management$14M
Clients93
Advisors4
Avg. per Client$150K
Avg. per Advisor$3.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.30% |
| $2.5M+ | 1.25% |
Sub-Advisors provide direct management services for most of our clients and receive a negotiated portion of the above fee. EPIC may choose to negotiate any of our own fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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