Thomas James is a CFP-designated registered investment advisor at Epg Wealth Management LLC, based in Atlanta, GA, with 18 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,194 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
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Regulatory History
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 →Other Business Activities
Thomas is an Assistant Professor of the Practice of Finance at High Point University, spending about half his time there. He also serves as an expert witness for Fox Rothchild Law Firm, primarily during evenings and weekends.
Employment History
Current Registrations
Epg Wealth Management LLC
Previous Registrations
Arkadios CapitalBroker
Acg Wealth INC.
Triad Advisors, INC.Broker
Tri Pillar Investments, LLC
Capital Investment Group, INC.Broker
Cic Advisers, LLC
State Registrations1 state
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