Epg Wealth Management LLC

EPG Wealth Management LLC is an investment adviser registered with the SEC, offering a wrap fee account called a Peak Account through custodian NFS. Established in 2019, EPG provides advisory services for clients with a minimum account size of $500,000, which may be waived. The Peak Account program involves a single fee covering advisory services, transaction execution, and custodial services. Fees are based on a percentage of assets under management, with a tiered fee structure ranging from 2.25% to 1.50% based on the account balance. EPG's investment strategies include managing mutual funds, stocks, bonds, ETFs, LPs, and options, with alternative investments recommended to qualified investors. The firm's investment philosophy is guided by the Prudent Investor Rule, focusing on diversification, risk management, and cost considerations. EPG does not charge performance-based fees and provides clients with a detailed overview of investment risks, including interest-rate risk, market risk, inflation risk, and cybersecurity risk. The firm emphasizes client communication, account reviews, and adherence to a Code of Ethics to ensure transparency and client-focused service. Clients have the option to impose restrictions on their accounts and can contact EPG advisors directly for consultation. EPG maintains strict privacy policies to safeguard clients' nonpublic personal information.