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
18301 Von Karman Ave., Suite 1050, Irvine, CA, 92612
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
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Alpha Cubed Investments, LLC
November 2019 - May 2021 · 1 yr 6 mos
MML Investors Services, LLC
February 2016 - November 2019 · 3 yrs 9 mos
MML Investors Services, LLCBroker
January 2016 - November 2019 · 3 yrs 10 mos
Tcfg Investment Advisors, LLC
March 2015 - January 2016 · 10 mos
Tcfg Wealth Management, LLCBroker
February 2015 - September 2015 · 7 mos
Calton & Associates, INC.
July 2014 - February 2015 · 7 mos
Calton & Associates, INC.Broker
July 2014 - February 2015 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2013 - July 2014 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2012 - July 2014 · 1 yr 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.