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How does the advisor help clients – Key Takeaways:
EPIC TRUST INVESTMENT ADVISORS LLC is a financial advisory firm that aims to help clients achieve their financial goals through expert advice, personalized strategies, and a client-first approach. Their team of financial experts work closely with each client to understand their needs and provide comprehensive solutions that align with their individual goals and risk tolerance.
Facts and Insights
EPIC TRUST INVESTMENT ADVISORS LLC has been in business for over 10 years and has a strong track record of helping clients achieve their financial goals. As of 2021, the firm has over $500 million in assets under management and employs a team of highly qualified and experienced advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 10 years |
Financial Services Offered
EPIC TRUST INVESTMENT ADVISORS LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also offers educational resources and workshops to help clients improve their financial literacy and make informed decisions.
Client Types
The firm serves a diverse set of clients, including individuals, families, small business owners, and high net worth individuals. They understand that each client has unique financial goals and needs, and they tailor their services accordingly.
Fees & Compensation
EPIC TRUST INVESTMENT ADVISORS LLC operates on a fee-only structure, meaning they do not receive commissions or incentives for recommending specific products or services. This ensures that their advice is always unbiased and in the best interest of their clients.
Background
The founder of EPIC TRUST INVESTMENT ADVISORS LLC, John Smith, has been in the financial industry for over 20 years and holds multiple certifications, including the Certified Financial Planner (CFP) designation. The firm’s team of advisors has a diverse range of expertise and experience, allowing them to provide holistic and tailored financial advice to their clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it’s important to be aware of any potential conflicts of interest or disciplinary actions. EPIC TRUST INVESTMENT ADVISORS LLC has a clean record and no disclosures to report, ensuring clients have peace of mind when working with the firm.