Overview
- Headquarters
- Yardley, PA
- Total Firm Assets
- $422 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: EPG ADV PART 2 BROCHURE AND SUPPLEMENT - MARCH 31, 2025 (2025-04-02)
· View brochure text
Latest filing: EPG ADV PART 2 BROCHURE AND SUPPLEMENT - MARCH 31, 2025 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,000,000 | 0.90% |
| $1,000,001 | and above | 0.80% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $41,500 | 0.83% |
| $10 million | $81,500 | 0.82% |
| $50 million | $401,500 | 0.80% |
| $100 million | $801,500 | 0.80% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 84.93%
- Number of High-Net-Worth Clients
- 173
- Total Client Accounts
- 342
- Discretionary Accounts
- 340
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 124418
- EPG ADV PART 2 BROCHURE AND SUPPLEMENT - MARCH 31, 2025 (2026-03-31) · View brochure text
- EPG ADV PART 2 BROCHURE AND SUPPLEMENT - MARCH 31, 2025 (2025-04-02) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗