Epic Wealth Management:

Wealth Management Firm in Oklahoma County, OK

Firm Info
Address: 6301 Waterford Blvd STE 102A, Oklahoma City, OK 73118, USA
Website:
Phone: (405) 257-0301

Firm Size
Assets Under Management: $153.2 million
# of Advisors: 4
# of Clients: 586
Client to Advisor Ratio: 147:1
Average Account Size: $261,445
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

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

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

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Epic Wealth Management, LLC Overview

EPIC Wealth Management, LLC is an investment advisory firm located in Oklahoma City, OK. Since their establishment in 2018, they have only offered fee-only services. They specialize in investment advice only and provide portfolio management services for both individuals and small businesses, as well as businesses or institutional clients. Additionally, EPIC Wealth Management provides selection of other advisors for their clients. EPIC Wealth Management is dedicated to offering their clients the best investment advice, with a strong focus on maintaining a fee-only structure. With their experience in providing portfolio management services, they can help individuals and businesses make informed investment decisions. Their goal is to help their clients achieve their financial goals while minimizing risk. As a registered investment advisory firm, EPIC Wealth Management has the necessary expertise and qualifications to advise their clients. They are committed to maintaining a high level of professionalism and integrity in all that they do. By offering investment advice only, they can focus solely on helping their clients build and manage their investment portfolios. EPIC Wealth Management is a reliable and trustworthy financial advisor that clients can depend on to help them achieve their financial goals.

EPIC WEALTH MANAGEMENT, LLC serves a diverse clientele that includes individuals, high net worth individuals, and various other corporate entities. They offer a range of services that cater to these clients' unique needs, such as investment management, financial planning, and estate planning. Their team of experts works collaboratively to deliver custom-tailored solutions and advice that are specific to each client's situation. When it comes to fee structures, EPIC WEALTH MANAGEMENT, LLC offers various options depending on the service provided. For instance, clients who opt for investment management services will typically pay a percentage of assets under management (AUM) as their fee. This is a common and straightforward fee structure that aligns the firm's interests with those of the client. For other services such as financial planning, the firm may charge a flat fee, hourly rate, or a combination of both. These fee structures are designed to provide transparency and ensure that clients know exactly what they can expect to pay for the firm's services. Overall, EPIC WEALTH MANAGEMENT, LLC has a reputation for providing top-notch financial advice and services while offering competitive and transparent fee structures.

Typical Clients, Fee Structures & Investment Minimum

According to EPIC Wealth Management, LLC's Part 2 Brochure, their investment minimum varies depending on the type of account and investment strategy. As they state in their brochure, "Our minimum investment varies by account type and investment strategy, but typically range from $500,000 to $1,000,000 per client account." As such, EPIC Wealth Management, LLC does have an investment minimum, but it is not a fixed amount and varies depending on the situation.

How This Office Can Help Oklahoma County, OK Residents

Epic Wealth Management is a financial services firm that specializes in providing tailored solutions to clients in Oklahoma County, OK. Clients who are residents of Oklahoma County may be facing several financial situations, such as retirement planning, estate planning, investment management, and tax planning. Epic Wealth Management assists clients to navigate these situations and achieve their financial goals. For clients who are nearing retirement, Epic Wealth Management offers retirement planning services such as developing a retirement income strategy, creating a systematic withdrawal plan, and managing assets to maximize income and minimize taxes. For those facing estate planning, Epic Wealth Management provides guidance in drafting wills, establishing trusts, and developing an estate plan. Additionally, Epic Wealth Management offers investment management services such as portfolio management, real estate investments, and alternative investments. Epic Wealth Management also offers tax planning services to help clients minimize their taxes and maximize their after-tax returns. Overall, Epic Wealth Management offers personalized solutions tailored to clients in Oklahoma County, ensuring they achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Epic Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Epic Wealth Management, LLC

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 Epic Wealth Management, LLC 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)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
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 6301 Waterford Blvd STE 102A, Oklahoma City, OK 73118, USA
Phone (405) 257-0301
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Epic Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Oklahoma
  • Texas

Disciplinary History

Epic Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.