EPG Incorporated Review

Trust Score 98%
Trust Score info_outline

EPG Incorporated, federally registered in 1996, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 advisors. EPG Incorporated manages $2.8 billion and provides investment advisory services for 17 clients (1:4 advisor/client ratio).

EPG Incorporated requires a $0 minimum investment and charges a blended rate between 1.00% and 0.75% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 4 clients (industry average 1:50)
  • Firm has $1B or more in assets under management


  • Firm serves fewer than 1,000 clients
  • Custodian is unknown

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Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Disciplinary History No
Total AUM $2.8 billion
Average Account AUM $163,706,922
Hybrid Advisor No
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:4
Headquarters Wellesley, MA
SEC Filings Forms and Brochures

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

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