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.
201 Settlers Trace Boulevard, Suite 3004, Lafayette, LA, 70508
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Learn about disclosures →Benjamin owns MTYK Rentals LLC and MTYK Outdoors LLC, both involving boats, and is a partner in MTYK Properties, Inc., a rental property business managed by his wife. He also discusses donation strategies for the On the Ground Foundation with his wife.