Derek Holman is a registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 27 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 4 more. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
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Assets Under Management
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
Location
21515 Hawthorne Blvd., Suite 1200, Torrance, CA, 90503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Premier Financial Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Derek Holman is a Fee Only Financial planner in Los Angeles, CA. Derek Holman is a NAPFA-Registered Financial Advisor.