A complete list of active advisors currently associated with Estate Performance Advisors L.L.C.

Warmer can help you find a great advisor at Estate Performance Advisors L.L.C. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Estate Performance Advisors L.L.C., 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.