How does the advisor help clients – Key Takeaways:
Epiphany Capital is a financial advisory firm that offers a wide range of services to its clients. With their expert knowledge and experience, they assist clients in managing their finances and making informed decisions for their future.
Facts and Insights
Epiphany Capital has been in business for over 10 years and has a team of 5 financial advisors. They have accumulated significant assets under management, allowing them to provide quality services to their clients. Their key focus is on building long-term relationships with their clients and helping them achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10+ years |
Financial Services Offered
Epiphany Capital offers a variety of financial services to their clients. Their services include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide customized financial planning based on the specific needs and goals of each client.
Client Types
Epiphany Capital caters to a diverse range of clients including individuals, families, and small business owners. They have the expertise to address the unique financial needs of each client and offer personalized solutions to help them achieve their financial goals.
Fees & Compensation
Epiphany Capital charges a fee based on a percentage of the assets under management for their investment management services. For other services, such as financial planning, they charge an hourly fee. This fee structure ensures that their interests are aligned with their clients, as they only earn when their clients’ assets grow.
Background
The team at Epiphany Capital has over 40 years of combined experience in the financial industry. They have a strong track record of delivering results for their clients and have built a reputation for providing reliable and trustworthy financial advice. Their team is continually learning and staying up-to-date with the latest financial trends and strategies to best serve their clients.
Financial Advisor Disclosures to Know
As a registered and regulated financial advisory firm, Epiphany Capital is fully transparent with their clients. They adhere to all laws and regulations and disclose any potential conflicts of interest to their clients. Additionally, they provide their clients with a detailed description of their services and fees before entering into any agreements.