Eppes Wealth Management (EWM) is a fee-only registered investment advisor offering investment management and financial planning services. EWM develops personalized investment plans based on clients' goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. EWM may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$1.7M
Clients9
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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