Charles Johnson is a CFP-designated registered investment advisor at Ep Wealth Advisors, based in Newburyport, MA, with 20 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 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
102 State Street, Suite E., Newburyport, MA, 01950
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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
Resolute Financial, LLC
State Registrations4 states
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
I enjoy meeting with clients, discussing goals, and providing the financial analysis for decision-making. There is a great sense of confidence and peace of mind that comes from putting a plan in place that helps you achieve your goals. I welcome your questions and inquiries.