East Pacific Investment Company (EPIC) offers investment management services. EPIC reviews your financial profile and investment goals to create an Investment Policy Statement to guide investment recommendations. EPIC primarily invests client assets in independent managers, mutual funds, and exchange-traded funds, using Callan & Associates for due diligence and research. EPIC tailors its advisory services to individual needs, considering risk tolerance and time horizon.
Assets Under Management$33M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiated on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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