Dylan Maccallum is a registered investment advisor at Epg Wealth Management LLC, based in Atlanta, GA. Dylan 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
Get directionsHistory
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 →Employment History
Current Registrations
Epg Wealth Management LLC
Arkadios CapitalBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.