The Estate Planners Group (EPG) offers investment management and financial planning services to individuals. EPG creates personalized investment policies and manages portfolios based on client goals and risk tolerance, typically including stocks, bonds, and mutual funds. EPG may recommend third-party investment advisors and monitors those advisors. EPG also offers financial planning services, including advice on trust and estate plans, long-term care, and insurance. EPG also provides financial and retirement planning classes.
Assets Under Management$360M
Clients326
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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