Areas of Practice
Investment ManagementFinancial Planning & CoachingTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
287 advisors
Number of Clients
14,834 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$35.6B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable based on relationship size, services offered, and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
21515 Hawthorne Blvd., Suite 1200, Torrance, CA, 90503
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ep Wealth Advisors
November 2007 - Present · 18 yrs 3 mos
Previous Registrations
Glencrest Investment Advisors, INC.
October 2006 - December 2007 · 1 yr 2 mos
Rnc Genter Capital Management
January 2004 - November 2006 · 2 yrs 10 mos
Charles Schwab & CO., INC.
August 1998 - October 2003 · 5 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.