Estate Performance Advisors (EPA) provides investment management through programs sponsored by SEI Investments Management Corp (SIMC). EPA offers financial planning and consulting services, including reviews of wills, estate plans, investments, taxes, insurance, retirement income, and college planning. Clients can impose restrictions on investments. EPA does not sponsor wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.90% |
The annual fee may be negotiable. SIMC’s advisory fee schedule for MAS range from .10% to 1.25%. Total fees to Client will never exceed the safe harbor threshold of 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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