EGP WEALTH MANAGEMENT, LLC

Overview

EGP Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individuals, families and some institutional clients. Its advisory offering centers on financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and pension consulting services. Compensation is primarily via a percentage-of-assets-under-management fee model supplemented by hourly fees for certain engagements. The firm does not report itself as an active ESG investor and is not identified as a multi-state adviser or capital allocator. Industry relationships include an accountant and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives