TrueAdvisor
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MR
MR

Mark Alexander Reffett

Epg Wealth Management LLC
13 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Epg Wealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,114 clients
Average Client Portfolio
$445K average
Assets Under Management
$495.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.25%
$2.5M - $4.0M1.00%
$4M+0.75%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2020
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark owns Stratford Capital LLC and RCM Capital LLC, both DBAs and not investment-related. He dedicates minimal time to these activities.

Employment History
Current Registrations
Epg Wealth Management LLC
June 2019 - Present · 6 yrs 8 mos
Arkadios CapitalBroker
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Acg Wealth INC.
June 2013 - March 2021 · 7 yrs 9 mos
Triad Advisors, INC.Broker
June 2013 - March 2017 · 3 yrs 9 mos
Investacorp, INC.Broker
July 2012 - March 2013 · 8 mos
State Registrations20 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.