Ep Wealth Advisors
Assets Under Management
$35.6B
Number of Clients
14,834
Number of Advisors
287
Average Client AUM
$2.4M
AUM per Advisor
$123.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
EP Wealth Advisors, LLC offers wealth management services including investment management, financial planning, and tax preparation. They operate a wrap fee program where a single fee covers advisory services, trade execution, custody, and other brokerage services. Fees are negotiable based on relationship size and complexity.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees to Non-Discretionary Accounts will be 25% higher than the Fee schedule identified above. Fees are negotiable based upon a variety of factors.
Fee Estimator
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.
Areas of Practice
Location
21535 Hawthorne Blvd, Suite 400, Torrance, CA, 90503
