MR
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)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2020Settled
Other Business Activities
Mark owns Stratford Capital LLC and RCM Capital LLC, both DBAs and not investment-related. He dedicates minimal time to these activities.
Employment History
Current Registrations
Epg Wealth Management LLC
June 2019 - Present · 6 yrs 7 mos
Arkadios CapitalBroker
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Acg Wealth INC.
June 2013 - March 2021 · 7 yrs 9 mos
Triad Advisors, INC.Broker
June 2013 - March 2017 · 3 yrs 9 mos
Investacorp, INC.Broker
July 2012 - March 2013 · 8 mos
State Registrations20 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.