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
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 →Other Business Activities
Thomas is an Assistant Professor of the Practice of Finance at High Point University, spending about half his time there. He also serves as an expert witness for Fox Rothchild Law Firm, primarily during evenings and weekends.