Epiphany Financial Coaching offers financial planning, coaching, consultation, and investment management services. They specialize in helping clients align their investments and spending with their values. They also offer educational programs to help clients avoid speculative financial behaviors. Investment management is offered through a co-advisory agreement with Matson Money.
Assets Under Management$21M
Clients16
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
Fees are negotiable depending upon the scope and complexity of services and at the Adviser’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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