Epiphany Health & Wealth offers ongoing portfolio management and one-time financial planning services to individuals and high-net-worth individuals. The firm helps clients align their portfolios with their personal risk tolerance, time horizon, and goals through customized investment policy statements. Investment strategies focus on long-term holding and utilize a wide range of assets including mutual funds, fixed income securities, real estate funds, exchange-traded funds, commodities, and foreign securities. In addition to investment management, Epiphany Health & Wealth provides comprehensive financial planning covering investment strategy, taxes, insurance, retirement, college savings, and debt management. The firm operates independently under the leadership of Duane Alan McVane, who also maintains a separate insurance and health coaching practice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.51% |
Fees are generally negotiable.