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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
1,114 clients
Average Client Portfolio
$445K average
Assets Under Management
$495.5M
Fee Structure
Minimum Investment:$500K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:$175 - $500/hr
For Advisor Managed Accounts, fees are based on a percentage of assets under management, billed monthly in advance. For Third Party Money Manager Accounts, fees are negotiable and cover both EPG's advisory fee and the third-party manager's fee. Financial planning is offered at an hourly rate, ranging from $175 to $500 per hour. Clients at NFS will be charged a minimum fee of $10.42 monthly. The minimum account balance is $500,000.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
Get directionsRegulatory History (1)
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Criminal
November 1990Final Disposition
Other Business Activities
Rodolfo is the CEO of Kinship Wealth Partners LLC, a financial services practice operating under a DBA. He dedicates his time to this activity during trading hours.
Employment History
Current Registrations
Arkadios CapitalBroker
January 2023 - Present · 3 yrs
Epg Wealth Management LLC
January 2023 - Present · 3 yrs
Previous Registrations
Esi Financial Advisors
September 2015 - December 2022 · 7 yrs 3 mos
Equity Services, INC. Broker
September 2015 - December 2022 · 7 yrs 3 mos
Metlife Securities INC.Broker
January 2015 - September 2015 · 8 mos
Metlife Securities INC.
January 2015 - September 2015 · 8 mos
New England Securities Corporation
April 2014 - January 2015 · 9 mos
New England SecuritiesBroker
July 2009 - January 2015 · 5 yrs 6 mos
AXA Advisors, LLC Broker
June 2005 - July 2009 · 4 yrs 1 mo
AXA Advisors, LLC
June 2005 - May 2006 · 11 mos
Mony Securities Corporation
April 2003 - June 2005 · 2 yrs 2 mos
Mony Securities CorporationBroker
November 2000 - June 2005 · 4 yrs 7 mos
State Registrations4 states
ALFLGASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.