Epoch Wealth Management
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About
Epoch Wealth Management serves individuals and U.S.-based businesses with a range of financial planning and advisory services, offered in comprehensive, modular, hourly or retainer formats. The firm refers clients to pre-screened third‑party investment managers to implement portfolios and does not manage client assets directly.
The firm’s process centers on detailed planning work—cash‑flow and debt analysis, tax and estate planning, retirement projections using Monte Carlo simulation, employee benefits review and implementation guidance—delivered through a secure client portal and periodic reviews. When investment implementation is needed, the firm conducts due diligence on recommended third‑party managers and performs annual reviews, while clients retain final discretion over implementation decisions.
What distinguishes this firm from many peers is that it does not use percentage‑of‑assets (AUM) fees or provide in‑house portfolio management; instead it relies on fixed planning fees, retainers and hourly billing and receives a portion of asset‑based fees from recommended third‑party managers, a relationship the brochure discloses as a potential conflict. The firm operates as a solo advisory practice that emphasizes electronic delivery (no paper forms) and provides a branded client portal for document access and ongoing engagement.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: Negotiable
$450 per hour for special projects; $100 or less per hour for professional support staff
LIFETIME Financial Planning Service fees range from $2,000 to $5,000 per quarter
Minimum fee: SELECT Financial Planning Service minimum fee of $2,500 Fee-only: Financial Planning Services fees range from $2,000 to $20,000 depending on service level; hourly fee $450/hour for special projects; support staff hourly rate $100 or less
Main office
Chagrin Falls OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Epoch Wealth Management · Epoch Wealth Management L.L.C.
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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