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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Contact
Fernando Reyes
Location
21535 Hawthorne Blvd, Suite 400, 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
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
City National Securities, INC.
February 2014 - September 2015 · 1 yr 7 mos
City National Securities, INC.
March 2011 - March 2011 · 0 mos
Wells Fargo Investments, LLC
April 2007 - October 2010 · 3 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Contact
Fernando Reyes