MC
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
Clean regulatory record
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
Epg Wealth Management LLC
June 2019 - Present · 6 yrs 7 mos
Arkadios CapitalBroker
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Acg Wealth INC.
March 2019 - November 2020 · 1 yr 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - March 2019 · 8 mos
Strategic Advisers LLC
October 2007 - July 2018 · 10 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 2005 - March 2019 · 13 yrs 6 mos
State Registrations4 states
GAOKTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.