Fees are negotiable and may vary. The maximum Program Fee charged by EPWP is 2.11%, including any Solicitor’s Fee. Direct Advisor Program fees can be flat fees (ranging from $500 to over $100,000), hourly rates ($65-$500 per hour), or a percentage of assets under management (0.10% - 1.50%). Clients may be billed directly or authorize EPWP to debit fees from their accounts. A $500 account closing fee may apply upon termination.
605 Hwy 169 N, Suite 200, Plymouth, MN, 55441
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Glenn is the owner of Glenn J. Lempe, Inc., a business involved with fixed insurance and investments. He dedicates a few hours per week to this activity.