For advisory services, we are paid a percentage fee of the money you invest. When you do well, we do well.
For brokerage services, a commission is paid on each transaction in your account.
Are you fiduciary?
Yes. As investment advisor representatives, EPM Financial has a fiduciary obligation to our advisory clients to act at all times in the best interest of our clients. Here is what it means to be a fiduciary:
Put our clients’ best interests before our own.
Act in good faith and provide all relevant facts to you.
Avoid conflicts of interest and disclose any potential conflicts of interest.
How can I view my investment performance?
Along with periodic reviews throughout the year, we offer Account View, an online platform where you can see your portfolio performance and allocations.
Will you work with my accountant/attorney?
Yes! With your permission, we will always work in partnership with your outside advisors. In fact, we strongly advise we work as a team on your behalf.
Do you have a portfolio minimum?
No! We advise our clients to start investing as early in their financial journey as possible. We will coach you through what it will take to make that happen. We believe the best way to increase your wealth is to invest steadily over time. So the sooner you start, the better. We want to see you succeed over time.