Epg Wealth Management LLC
Assets Under Management
$495.5M
Number of Clients
1,114
Number of Advisors
9
Average Client AUM
$445K
AUM per Advisor
$55.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
EPG Wealth Management offers customized investment plans based on individual needs and goals. Services include direct management of client portfolios, third-party money manager accounts, retirement planning for 3(31) and 3(38) plans, and wrap fee account programs. They may manage mutual funds, stocks, bonds, ETFs, LPs, and options, and may recommend alternative investments to qualified investors.
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
Location
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA, 30305