EP Wealth Management offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. EP Wealth Management may recommend a third-party money manager to manage client assets. The firm provides discretionary investment advisory services through managed account programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Consulting services are included in these fees for asset management services. In individual cases, EP Wealth Management has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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