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
1333 N. California Blvd., Suite 100, Walnut Creek, CA, 94596
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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
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Personal Financial Consultants, INC.
October 2015 - September 2019 · 3 yrs 11 mos
Wrapmanager INC
May 2013 - November 2014 · 1 yr 6 mos
Amerivest Investment Management, LLC
May 2009 - April 2013 · 3 yrs 11 mos
TD Ameritrade, INC.
May 2009 - April 2013 · 3 yrs 11 mos
AXA Advisors, LLC
April 2008 - April 2009 · 1 yr
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.