Assets Under Management
$495.5M
Number of Clients
1,114
Number of Advisors
9
Average Client AUM
$445K
AUM per Advisor
$55.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
EPG Wealth Management offers investment and wealth management services, including direct management of client portfolios, third-party money manager accounts, retirement planning for 3(31) and 3(38) plans, and wrap fee accounts. They work with clients to determine investment objectives and risk profiles to develop customized investment plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiated.
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305