Size A Accounts
Not all investors are willing to pay additional fees for personal asset and investment management. Such investors are ideally suited for low-cost, long-term investments.
Size A accounts usually range anywhere from $25,000 to $250,000. Investors in this category are looking for intelligently designed funds that are easy to maintain.
At EPIC, we feature low-cost ETF's (Exchange Traded Funds) made up of a basket of securities that track a number of stock market indexes. Investors may purchase such funds through brokerage accounts, or added to personal retirement plans, or company qualified plans.
A simple risk profile questionnaire can help identify the proper mix of funds to employ to achieve any of a number of long-term goals : maximizing yield, lowering risk; tracking a particular index, sector, or benchmark.
Explore the links to the left for further information. Contact us
for a telephone or in-person consultation.
|Investment Advisory Services offered through
Epic Wealth Advisors, Inc., a Registered Investment Advisor.
EPIC Wealth Advisors is registered to offer securities in the State of California.|