How does the advisor help clients – Key Takeaways:
EPIC WEALTH ADVISORS, INC. provides expert financial services to clients in need of wealth management solutions. With their extensive knowledge and experience in the financial industry, they strive to guide their clients towards achieving their financial goals.
- The advisor offers a comprehensive range of financial services.
- They cater to a diverse range of client types.
- Their fees and compensation structure is transparent and client-focused.
- EPIC WEALTH ADVISORS, INC. has a strong background and reputation in the financial industry.
- Their commitment to transparency and disclosure ensures the best possible service for their clients.
Facts and Insights
EPIC WEALTH ADVISORS, INC. was established in 1998 and has been serving clients for over 20 years. Their team of expert advisors bring a wealth of knowledge and experience to the table, making them a go-to choice for clients seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 20 |
These numbers demonstrate the impressive growth and success EPIC WEALTH ADVISORS, INC. has achieved since its inception.
Financial Services Offered
EPIC WEALTH ADVISORS, INC. offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services they provide include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- And more
Client Types
EPIC WEALTH ADVISORS, INC. works with a variety of clients, including individual investors, high-net-worth individuals, businesses, and institutions. They have the expertise to cater to the unique needs of each client type and provide tailored financial solutions.
Fees & Compensation
The advisors at EPIC WEALTH ADVISORS, INC. believe in a transparent and client-focused fee structure. They offer fee-only services that are based on a percentage of assets under management. This ensures that the advisors’ interests are aligned with the success of their clients’ investments.
Background
With over 20 years of experience in the financial industry, EPIC WEALTH ADVISORS, INC. has built a strong reputation for providing sound financial advice and helping clients achieve their financial goals. Their team is comprised of highly qualified and experienced financial advisors who are dedicated to providing the best possible service to their clients.
Financial Advisor Disclosures to Know
EPIC WEALTH ADVISORS, INC. believes in transparency and disclosure to their clients. Some important disclosures to know include:
- EPIC WEALTH ADVISORS, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- Their advisors are held to fiduciary standards, meaning they are obligated to act in the best interests of their clients.
- EPIC WEALTH ADVISORS, INC. does not have any disclosures or disciplinary actions on their record.