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.
3801 PGA Blvd Suite 1000, Palm Beach Gardens, FL, 33410
Get directionsBradford is a board member for Place Of Hope Planned Giving Council, advising on fundraising activities since 2018. Bradford also owns Sunset Point Rental Property since July 2023.