Estate Performance Advisors L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Estate Performance Advisors L.L.C. provides discretionary asset management through third‑party platforms, primarily implementing SEI’s managed account solutions and mutual fund model programs, and also offers financial planning and consulting. Like many investment managers, EPA’s asset management services are fee‑based on a percentage of assets under management and include ongoing account servicing.
EPA participates in SEI’s tri‑party arrangements as a co‑investment adviser, relying on SEI to develop managed account portfolios, select underlying SEI Funds and third‑party portfolio managers while EPA handles client onboarding, periodic reviews and portfolio monitoring. The firm operates with discretionary trading authority, conducts regular account reviews, and incorporates rebalancing and tax‑aware considerations in its managed account oversight.
Noteworthy features include an affiliated insurance business — the firm’s principal maintains an insurance agency and an insurance marketing firm, a relationship disclosed as a potential conflict of interest and mitigated through disclosure and client choice — and the firm’s formal selection and oversight of other advisers within the SEI platform, which is less common among peers. EPA also provides standalone financial planning billed on an hourly basis, a practice that is relatively uncommon for investment managers that principally implement pooled or model solutions.
Client services
Expertise
Fee options
$0 - $250,000: 1.20% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.90% annually
$150 per hour for financial planning services
Main office
8571 W. Grand River Ave., Ste. 800
Brighton MI 48116
Advisors at this office
3
Most active in
Michigan
Also doing business as
Estate Performance Advisors L.L.C. · Estate Preservation Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Kenneth S
Series 65
Brighton, MI
Estate Performance Advisors L.L.C.
Kenneth Schroeder is a financial advisor with Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential and bringing eight years of industry experience. Prior to joining Estate Performance Advisors in 2019, he worked at Questar Asset Management, Inc. from 2017 to 2019. Outside of his advisory role, Schroeder serves as president of two insurance-related businesses, Estate Preservation Agency, Inc. and Golden Age Marketing, Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm offers financial planning and consulting services while overseeing client accounts within SEI’s platform.
Christopher B
Series 65
Brighton, MI
Estate Performance Advisors L.L.C.
Christopher Burrell is a financial advisor at Estate Performance Advisors L.L.C. in Brighton, MI, holding a Series 65 credential with eight years of industry experience. He has worked at Estate Performance Advisors since 2019 and previously at Questar Asset Management from 2017 to 2019. Outside of advisory roles, he is involved as an insurance agent and vice president in insurance marketing, focusing on agent recruiting and training. Estate Performance Advisors L.L.C. provides discretionary investment management through SEI Investments’ programs, offering financial planning and consulting services primarily to individual investors. The firm uses SEI-developed model portfolios and mutual funds, overseeing account selection and management while partnering with other advisers through tri-party co-advisory arrangements.
Eric L
Series 65
Brighton, MI
Estate Performance Advisors L.L.C.
Eric Little is a Series 65 licensed advisor with eight years of industry experience. He has worked at Estate Performance Advisors L.L.C. since 2019 and previously spent two years at Questar Asset Management, Inc. In addition to his advisory role, he operates an affiliated insurance agency, Estate Preservation Agency Inc. Estate Performance Advisors L.L.C. provides discretionary investment management primarily through SEI Investments’ model portfolios and mutual fund solutions, serving clients with over $30 million in assets under management. The firm also offers financial planning and consulting services and collaborates with other advisers via SEI’s platform.
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