Epic Financial offers ongoing portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning services, which include evaluating a client's current and future financial state, covering areas like personal finances, death and disability, retirement, investments, and insurance. Epic Financial does not offer wrap fee programs.
Assets Under Management$39M
Clients59
Advisors1
Avg. per Client$670K
Avg. per Advisor$39M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Annual fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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