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.