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
1301 5th Ave, Suite 1350, Seattle, WA, 98101
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Rick Martin BryanRegulatory 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
Conlon Dart Wealth Management
State Registrations2 states
Exams
Additional Information
As a Certified Financial Planner™, Rick’s responsibilities range from investment research and portfolio monitoring to helping design financial planning strategies for clients. Rick graduated from the University of Western Washington with a Bachelor of Arts degree in business administration and a concentration in finance. In 2006, after nine years in the pension consulting and administration field, he joined Conlon Dart Wealth Management, which became part of the EP Wealth Advisors family in 2019. He also previously served nine years on the board of directors retiring as Board Chair of the Financial Planning Association of Puget Sound. Rick finds his financial planning career inspiring because it enables him to invest time and energy focusing on the future. Rick lives in Normandy Park with his partner, and often can be found being walked by his Australian terriers, gardening and sailing the waters of Puget Sound.