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How does the advisor help clients – Key Takeaways:
EPISTEME ADVISORS provide expert financial advice and strategic planning services to individuals, families, and businesses. Their team of experienced advisors assist clients in achieving their financial goals through personalized and comprehensive financial solutions.
Facts and Insights
EPISTEME ADVISORS has been in business for over 20 years and has accumulated a total of $1.5 billion in assets under management. They currently have a team of 40 dedicated advisors who are equipped with the knowledge and experience to guide their clients towards financial success.
With their years of experience and expertise, EPISTEME ADVISORS have gained valuable insights into the financial industry and have developed effective strategies to help their clients navigate through various economic conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 40 | 20+ years |
Financial Services Offered
EPISTEME ADVISORS offer a wide range of financial services including investment management, retirement planning, estate planning, tax planning, risk management, and more. They provide a holistic approach to financial planning, taking into consideration all aspects of their clients’ lives to develop a comprehensive financial strategy.
Client Types
EPISTEME ADVISORS work with a diverse range of clients, including high net worth individuals, families, business owners, and corporate executives. They also cater to clients in various industries, understanding that each client has unique financial needs and goals.
Fees & Compensation
EPISTEME ADVISORS are upfront and transparent with their fees and compensation structure. Their advisors are fee-only, meaning they do not receive any commissions or incentives for recommending certain products or services. This ensures that their recommendations are always in the best interest of their clients.
Background
EPISTEME ADVISORS was founded by a team of financial experts who share a passion for helping others achieve financial success. Their team of advisors have diverse backgrounds and expertise, allowing them to provide well-rounded and personalized financial advice to their clients.
Financial Advisor Disclosures to Know
EPISTEME ADVISORS are registered with the Securities and Exchange Commission (SEC) and adhere to strict regulations and guidelines to ensure their clients’ best interests are always their top priority. They also have a clean record with no past disciplinary actions or malpractice claims.