Services and Fees
Eppes Wealth Management is a fee-only fiduciary financial advisor. We help successful, busy professionals by providing fee-only financial advice, private investment management, and financial planning in Brevard County, FL. While we’re based in Florida, we also meet and work with clients virtually across the United States.
As an independent, fee-only firm, we don’t sell products, earn commissions, or receive kickbacks from third parties. As fiduciaries, we have a legal and ethical obligation to provide unbiased, objective advice that is in your best interest.
Project-Based Financial Planning
EWM charges either a fixed or hourly fee for Project-Based Financial Planning. Fixed fee rates range between $1,800 to $10,000. Our hourly rate is $300.
The fee range is dependent upon variables including the specific needs of the client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.
Private Wealth Management and Financial Planning
The fee is based on a percentage of assets under management and is negotiable. The annualized fees for investment management services are based on the following fee schedule:
Assets Under Management
$0 - $500,000 — 1.55%
$500,001 - $1,000,000 — 1.25%
$1,000,001 - $1,500,000 — 1.00%
$1,500,001 - $2,500,000 — 0.80%
$2,500,001 - $4,000,000 — 0.60%
Over $4,000,000 — 0.50%