Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees to Non-Discretionary Accounts will be 25% higher than the Fee schedule identified above. Fees are negotiable based upon a variety of factors.
Fee Estimator
EP Wealth Advisors charges an annual fee for portfolio management services, billed either quarterly in advance or in arrears, based on the market value of assets under management. The standard fee schedule is tiered based on AUM. Fees may be negotiable based on relationship size, services offered, and complexity. The firm requires a minimum of $500,000 to open and maintain an advisory account, but this may be waived at their discretion. Fees for Non-Discretionary Accounts will be 25% higher than the standard fee schedule.
Areas of Practice
Advisor Information
Office location
Santa Fe, NM
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lea is the President of the Board of Directors for the Espanola Valley Humane Society, dedicating minimal time. She also serves as Treasurer of the Foundation Board of Directors for the Institute of American Indian Arts Foundation, also dedicating minimal time.