How does the advisor help clients – Key Takeaways:
EPIC FINANCIAL, LLC is a leading financial services firm that provides expert advice and guidance to clients seeking to manage their investments and financial portfolios. The firm prides itself on offering personalized and comprehensive solutions to meet the individual needs of each client. By leveraging their knowledge and expertise in the financial industry, EPIC FINANCIAL helps clients make informed decisions and achieve their financial goals.
Facts and Insights
EPIC FINANCIAL has established a strong reputation in the industry for their exceptional ability to help clients achieve financial success. The firm adheres to a client-centered approach, where the needs and goals of the client are always the top priority. This has enabled EPIC FINANCIAL to build long-lasting relationships with clients and establish itself as a trusted and reputable financial advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 12 years |
Financial Services Offered
EPIC FINANCIAL offers a wide range of services to cater to the diverse needs and goals of their clients. Some of the services provided include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm utilizes a customized approach to create solutions that align with each client’s unique financial situation and objectives.
Client Types
EPIC FINANCIAL serves a diverse client base, including individuals, families, small business owners, and corporate executives. The firm caters to both high net worth clients and those just starting to build their wealth. EPIC FINANCIAL is committed to helping all clients achieve financial success, regardless of their financial situation or level of investment.
Fees & Compensation
EPIC FINANCIAL works on a fee-based structure, where clients are charged a percentage of their assets under management. This aligns the firm’s interests with those of their clients, as they only earn more if the client’s portfolio performs well. The firm is transparent in their fee structure and provides clients with a detailed breakdown of all costs and charges.
Background
EPIC FINANCIAL was founded in 2008 with a mission to provide clients with personalized and comprehensive financial solutions. The firm’s team of experienced financial advisors has a diverse set of backgrounds and expertise, allowing them to provide clients with well-rounded and customized advice. EPIC FINANCIAL is committed to staying up-to-date with the latest financial trends and best practices to ensure their clients receive the most relevant and effective advice.
Financial Advisor Disclosures to Know
EPIC FINANCIAL is a registered investment advisor, meaning they are held to a fiduciary standard. This requires them to always act in the best interests of their clients and disclose any potential conflicts of interest. The firm has a clean disciplinary record, with no legal or regulatory actions taken against them in the past 10 years.