EPG Wealth Management works with clients to determine their investment objectives and risk profile, developing a customized investment plan. Services include direct management of client portfolios, access to third-party money managers, retirement planning, advisory services for self-directed 401(k) plans, and a wrap fee account program. EPG also offers financial planning services.
Assets Under Management$580M
Clients1,194
Advisors10
Avg. per Client$480K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$500K
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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