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
August 2006 - Present · 19 yrs 6 mos
Previous Registrations
Premier Financial Management, LLC
March 1999 - December 2006 · 7 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Derek Holman is a Fee Only Financial planner in Los Angeles, CA. Derek Holman is a NAPFA-Registered Financial Advisor.