EP Wealth Advisors Review


Trust Score 88%
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EP Wealth Advisors, federally registered in 1987, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 40 advisors. EP Wealth Advisors manages $4 billion and provides investment advisory services for 2,595 clients (1:65 advisor/client ratio).

EP Wealth Advisors requires a $500,000 minimum investment and charges a blended rate between 1.00% and 0.65% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 65 clients (industry average 1:50)

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $1,387,283
Hybrid Advisor No
Disciplinary History No
Total AUM $4 billion
Advisor / Client Ratio 1:65
Headquarters Torrance, CA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $2,000,000 0.95%
$2,000,001 to $4,000,000 0.85%
$4,000,001 to $5,000,000 0.75%
$5,000,001+ 0.65%


Questions & Answers



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Breene wrote: Do you have anyone that works in Laguna Beach?

3 months ago
Response from Jessica H at Investor.com

EP Wealth Management has offices in Torrance South Bay, Northern California’s Bay Area, Southern California’s Orange County, San Diego, Valencia, West Los Angeles, and in Denver, Colorado.

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