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
102 State Street, Suite E., Newburyport, MA, 01950
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
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Resolute Financial, LLC
January 2006 - March 2023 · 17 yrs 2 mos
State Registrations4 states
CAMANHTX
Advisor
Exams
No exam information available for this advisor.
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.