Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 based on a percentage of assets under management. The standard fee schedule is tiered, decreasing as assets increase. Fees for Non-Discretionary Accounts will be 25% higher than the standard fee schedule. The firm may combine account values of family members to determine the applicable advisory fee. Fees are negotiable based on various factors. Clients will also incur third-party fees, such as mutual fund expenses and account activity fees. The firm requires a minimum of $500,000 to open and maintain an advisory account, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
8081 Shaffer Parkway, Suite 4, Littleton, CO, 80127
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Ep Wealth Advisors
Previous Registrations
Elevated Planning
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Trust Company, Fsb
Columbia Management Advisors, INC.
State Registrations4 states
Exams
Additional Information
Sara has been in the finance industry since 1998, working at a Fortune 100 company, she developed thousands of financial plans for high net worth clients and coached the company’s in-house financial advisors. Later she launched her own company working with select financial planning firms as an outsourced financial planner building financial plans to present to high net worth clients. From her family roots and as a graduate of Regis University she continues to help her community through service. As the Pro Bono Director with the Colorado Chapter of the Financial Planning Association (FPA) she organized the annual Financial Planning Days for several years, supporting the underserved in the community through financial education and now continues as a committee member. She also volunteers financial counseling and planning to members of our military community. Raised in Colorado, Sara enjoys the mountains year round outdoor activities with her husband, 2 college age daughters, family and friends.