A complete list of active advisors currently associated with EPL Investment Advisory, LLC
Warmer can help you find a great advisor at EPL Investment Advisory, LLC or one who fits your needs even better.
EPL Investment Advisory LLC provides portfolio management, financial consulting, and pension consulting to a mix of individual clients and various institutional entities, including pension and profit-sharing plans, trusts, estates, and business clients. The firm reports managing approximately $22 million in discretionary assets and typically charges asset-based fees for portfolio management while using hourly fees for standalone consulting engagements. The firm's investment process draws on a range of methods — including fundamental, technical, charting, cyclical analysis, Modern Portfolio Theory, and both long- and short-term trading — and it constructs customized or model-based portfolios that are monitored and rebalanced over time. EPL also advises on a broad set of investments (equities, fixed income, funds, and interests in partnerships such as real estate and energy) and explicitly offers pension consulting and plan services that are less common among independent advisers. Distinctive aspects disclosed in the brochure include multiple affiliated businesses: a licensed insurance agency that sells life, health, long-term care products and annuities for commissions, a licensed real estate brokerage with associated real estate holdings, and an affiliated entity providing bookkeeping, payroll, and tax-related services. The firm notes these affiliations can result in commission-based compensation from insurance and real estate transactions in addition to advisory fees; the brochure states clients are not required to use affiliated services and discloses these potential conflicts of interest.
To learn more about the advisors currently working at EPL Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mesa, AZ
| 25
|
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