Epoch Family Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Epoch Family Wealth provides investment advisory and financial planning services to high‑net‑worth individuals, charitable organizations, and corporate clients. The firm advises on a range of investments — including ETFs, mutual funds, equities, fixed income, REITs, and real estate interests — and also offers hourly financial planning and consulting.
The firm combines multiple analysis methods (charting, technical, fundamental, cyclical analysis and Modern Portfolio Theory) to tailor portfolios to client objectives and risk tolerance, and it generally favors ETFs as primary recommendations. Although discretionary management is available, a substantial portion of the firm’s assets have historically been managed on a non‑discretionary basis, so clients often retain final approval of transactions.
Compared with many independent advisers, Epoch Family Wealth’s predominance of non‑discretionary AUM and its focus away from lower‑net‑worth retail individuals are notable. The firm’s small client base, ETF‑focused implementation, and the advisor’s separate licensure to sell commissionable insurance products (a disclosed conflict of interest) are additional operational features that differentiate it from larger peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35%
Insurance commissions earned by licensed insurance agent affiliated with firm; separate and in addition to advisory fees.
$400 per hour for financial planning and consulting services; fee negotiable.
Account minimum: No stated minimum; firm does not require a minimum dollar amount to open and maintain an advisory account, but may terminate accounts deemed too small to manage effectively. Fee-only: Financial planning and consulting services charged at $400 per hour (payable in advance); fee negotiable based on complexity and scope.
Main office
Weldon Spring MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Epoch Family Wealth · Epoch Family Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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