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
3655 Nobel Drive, Suite 200, San Diego, CA, 92122
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
Donnelly Wealth Advisors, INC.
State Registrations2 states
Exams
Additional Information
Brad Owen, CFP®, RLP®, RMA®, is a Senior Vice President and Partner at EP Wealth Advisors. He specializes in retirement planning and working with clients who have complex financial planning needs. Brad attended the University of Notre Dame and began his professional career at SEI Investments in Philadelphia where for seven years he helped bank financial advisors serve their clients. He moved to San Diego in 2006 and joined Donnelly Wealth Advisors (DWA), a local, independent investment advisory and financial planning firm. DWA merged their practice with EP in May of 2018 and Brad became a Senior Vice President and Partner. His personal mission is to help clients achieve peace of mind by helping them make good financial decisions and avoid big mistakes. He’s been a Top Scoring Wealth Manager in San Diego Magazine and won the “5 year award winner” from 2013-2017. Brad remains an active member in the San Diego community serving on the board of the Notre Dame Alumni Club of San Diego, the Foundation Board of the Boys & Girls Clubs of Greater San Diego, the Board of San Diego Mentors and is also a Holiday Bowl “Red Coat.”