Epoch Wealth Management provides financial planning services covering cash flow, debt management, risk management, retirement, education, tax, and estate planning. Epoch Wealth Management also recommends third-party investment managers to manage client portfolios. Clients work with Epoch Wealth Management to determine their goals and objectives, which are then communicated to the third-party manager. Epoch Wealth Management does not manage client assets directly.
Assets Under ManagementN/A
Clients70
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,001. This includes the third-party asset manager fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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