Alex Miller is a CFP-designated registered investment advisor at Eps Wealth Management, based in Glendale, AZ, with 1 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 304 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EPS Wealth Management charges a fixed annual rate of 1.20% of the average daily balance of your portfolio, paid monthly. This fee covers both financial planning and investment management services. The firm may use independent managers, but the total fee will not exceed 2.00% annually. There is an initial onboarding fee that ranges from $950 to $2,500.
Location
Glendale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eps Wealth Management
State Registrations1 state
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