EPI Financial Group offers personalized financial planning and investment advice to individuals, pension plans, trusts, estates, and charities. EPI provides investment management through a sub-advisor program with AE Wealth Management. EPI also refers clients to third-party money managers, receiving a portion of their fees. EPI's services include financial planning, investment management, and acting as a liaison between clients and third-party managers.
Fee Structure
EPI Financial Group offers investment management through AE Wealth Management (AEWM). AEWM charges 1.50% annually, and EPI receives 1.0% of that fee. The total fee will not exceed 2% annually and may be negotiable. Fees are billed monthly based on the average daily balance of the account. EPI also refers clients to third-party money managers, where fees range from 0.6% to 2.6% annually, with EPI receiving 50-65% of the total advisory fees.