EPS Wealth Management offers wealth management services, including financial planning and investment management. Financial planning covers areas like retirement, savings, estate, and tax planning. Investment management involves creating customized portfolios using mutual funds, ETFs, stocks, and other securities. EPS Wealth Management may use independent managers for a portion of a client's portfolio. The firm acts as a fiduciary, committed to acting in the client's best interest.
Fee Structure
EPS Wealth Management charges a fixed annual rate of 1.20% of the average daily balance of your portfolio, paid monthly. This fee covers both financial planning and investment management services. The firm may use independent managers, but the total fee will not exceed 2.00% annually. There is an initial onboarding fee that ranges from $950 to $2,500.