EP Wealth Advisors

Retirement Planning Firm in Thousand Oaks, CA

Firm Info
Address: 5743 Corsa Ave Ste 224, Westlake Village, CA 91362, USA
Phone: (424) 270-8750

Firm Size
Assets Under Management: $14.7 billion
# of Advisors: 122
# of Clients: 18,365
Client to Advisor Ratio: 151:1
Average Account Size: $798,802
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Ep Wealth Advisors Overview

EP Wealth Advisors is a Fee Only registered investment advisory firm that has been in business since 1987. The firm is based in Torrance, California, and is exclusively dedicated to providing investment advice. EP Wealth Advisors offers a range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, the selection of other advisors, educational seminars and workshops, as well as other services such as retirement plan advisory services and tax preparation services. Their financial planning services are geared towards helping clients achieve their financial goals by analyzing their current financial situation, providing recommendations for improvement, and helping them to implement and monitor their plan. Portfolio management services are tailored to the specific needs of individuals and small businesses, as well as businesses or institutional clients. The firm offers the selection of other advisors in order to provide clients with access to a wide range of investment strategies, while education seminars and workshops are aimed at providing clients with a deeper understanding of investment strategies and market trends. EP Wealth Advisors also provides other services such as retirement plan advisory services and tax preparation services. These services are designed to help clients maximize their retirement savings and minimize their tax liabilities. Overall, EP Wealth Advisors is a well-established, highly reputable investment advisory firm that provides a wide range of services to meet the unique needs of their clients.

EP Wealth Advisors serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations. These clients require various financial services, including investment management, retirement planning, estate planning, and tax planning. The firm is committed to providing customized advice and solutions tailored to each client's specific needs and goals. EP Wealth Advisors offers a variety of fee structures depending on the services provided. Clients can choose a percentage of assets under management (AUM) fee, where the firm charges a percentage of the total value of the assets they manage. Alternatively, they can opt for an hourly fee, where the firm charges for the time spent on advising, researching, and implementing solutions. Fixed fees are also available for specific services, such as creating a financial plan. The firm's fee structure ensures transparency and fairness to its clients, allowing them to budget and plan accordingly.

Typical Clients, Fee Structures & Investment Minimum

EP Wealth Advisors requires a minimum of $500,000 to open and maintain an advisory account, as stated in their Part 2 Brochure note about investment minimum. However, they may waive this minimum account size if the client appears to have significant potential for increasing their assets under management. Additionally, EP Wealth Advisors may combine account values for the client's minor children, joint accounts with their spouse, and other types of related accounts to meet the stated minimum.

How This Office Can Help Thousand Oaks, CA Residents

EP Wealth Advisors is a financial advisory firm that helps clients in Thousand Oaks, CA manage their wealth and plan for the future. With so many different financial challenges to contend with, people living in Thousand Oaks may find it difficult to navigate the complex world of investing, retirement planning, and tax management. That's where EP Wealth Advisors comes in, offering a range of specialized services designed to meet the unique needs of each client. For example, clients in Thousand Oaks may face significant housing costs, given the city's high median home value of $835,000. EP Wealth Advisors can help clients plan for these expenses by offering guidance on mortgage financing, tax deductions, and property investing strategies. Additionally, clients in Thousand Oaks may be concerned about the rising cost of healthcare, given that the area is home to several hospitals, specialty clinics, and senior care facilities. EP Wealth Advisors can help clients navigate these costs by offering advice on health savings accounts, Medicare coverage, and long-term care insurance.

To view the Minimum Investment and Fee Schedule for Ep Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Ep Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ep Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 5743 Corsa Ave Ste 224, Westlake Village, CA 91362, USA
Phone (424) 270-8750
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 21535 HAWTHORNE BLVD, SUITE 400, TORRANCE, CA 90503, United States

This firm has no other locations.

State Registrations

Ep Wealth Advisors is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Ep Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

Updated on August 29, 2024