Bronwyn Shone is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Torrance, CA, with 20 years of industry experience. Bronwyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 4 more. Their firm serves 14,834 clients with $36B in assets under management.
Compensation
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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.
Contact
Bronwyn Shone
Location
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ep Wealth Advisors
Previous Registrations
Bluesky Wealth Advisors, LLC
Pleasanton Financial Advisors
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.
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Additional Information
Bronwyn works with clients from diverse backgrounds and with a variety of wealth management needs. She enjoys co-creating plans to help younger and mid-career clients accumulate for a secure future, pre-retirees to transition to financial independence, and retirees to savor the rewards of their planning.