EP Wealth Advisors offers wealth management services including investment management, financial planning, and tax preparation. They tailor their services to individual client needs, considering investment objectives and risk tolerance. For investment management, they may use model portfolios or customize portfolios, monitoring and rebalancing as needed. They may recommend 529 college savings plans. Financial planning services cover cash flow, estate planning, risk assessment, and retirement planning. Tax preparation services are offered to clients with at least $1 million in assets under management.
Fee Structure
EP Wealth Advisors offers investment management services for a fee based on a percentage of the value of your portfolio. The fee is billed either quarterly in advance or quarterly in arrears. The fees for non-discretionary accounts are higher than those for discretionary accounts. Fees are negotiable based on factors like the size and complexity of the relationship. The firm may combine account values of family members to determine the applicable advisory fee. You can terminate the agreement with written notice and receive a pro-rata refund of unearned fees.
