Firm Information
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 $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
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
Advisor Information
Office location
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305
Get directionsRegulatory History (1)
Customer Dispute
April 2025Other Business Activities
David is involved in three outside business activities. He manages Curry & Co., LLP and RCM Capital LLC, spending minimal time on the former and a few hours per week on the latter. David is also a principal at East Paces Group, an advisory firm, dedicating about half of his time to this role.