Ep Wealth Advisors
Assets Under Management
$35.6B
Number of Clients
14,834
Number of Advisors
287
Average Client AUM
$2.4M
AUM per Advisor
$123.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
EP Wealth Advisors offers wealth management services including investment management, financial planning, and tax preparation. They provide personalized advisory services based on industry experience and research. The firm sponsors the EP Wealth Advisors Wrap Fee Program.
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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Areas of Practice
Investment ManagementFinancial Planning & CoachingTax Planning
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Location
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
287 Advisors at this firm
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