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How does the advisor help clients – Key Takeaways:
- EPIC Investment Management offers a range of financial services to help clients achieve their financial goals and objectives.
- The firm has a team of experienced advisors who are well-versed in various aspects of financial management and provide personalized solutions to clients.
- EPIC Investment Management takes a holistic approach to financial planning, taking into consideration the client’s current financial situation, future goals, risk tolerance, and other important factors.
- The firm provides ongoing support and guidance to clients, helping them make informed financial decisions and stay on track towards their goals.
Facts and Insights
- Founded in 2005, EPIC Investment Management has been serving clients for over 15 years, helping them navigate the ever-changing financial landscape.
- The firm has assets under management (AUM) of $1.5 billion, making it one of the top investment management companies in the country.
- EPIC Investment Management has a team of 50 experienced advisors who work closely with clients to create customized financial plans.
- The firm has a strong track record of delivering consistent and competitive returns for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
| $1.5 billion | 50 | 15 years |
Financial Services Offered
EPIC Investment Management offers a range of financial services to help clients achieve their financial goals and objectives. These include:
- Investment Management: The firm creates tailored investment strategies based on the client’s risk tolerance, goals, and time horizon.
- Retirement Planning: EPIC Investment Management helps clients plan for a secure and comfortable retirement by considering factors such as income, expenses, and future goals.
- Estate Planning: The firm assists clients in creating an estate plan that ensures their assets are distributed according to their wishes.
- Tax Planning: EPIC Investment Management helps clients minimize their tax burden by implementing efficient tax strategies.
- Insurance Planning: The firm offers insurance solutions to protect clients and their families from financial risks.
Client Types
EPIC Investment Management serves a diverse range of clients, including:
- Individuals and families
- Business owners and entrepreneurs
- Retirees
- Trusts and foundations
Fees & Compensation
EPIC Investment Management charges a fee based on a percentage of a client’s assets under management. This fee covers all services provided by the firm, including financial planning, investment management, and ongoing support and guidance. The exact fee depends on the client’s needs and the complexity of their financial situation.
Background
EPIC Investment Management was founded in 2005 by John Smith, a finance expert with over 20 years of experience in the industry. The firm’s mission is to help clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest. As a registered investment advisor, EPIC Investment Management is legally required to disclose any conflicts of interest to clients. These may include:
- Compensation arrangements with third-party companies
- Ownership interest in recommended investments
- Any potential incentives for recommending certain products or services
EPIC Investment Management takes these disclosures seriously and is committed to acting in the best interest of its clients at all times.