Epiq Partners, LLC

EPIQ Partners, LLC is a state registered investment adviser specializing in comprehensive investment counseling for individuals, families, and related business entities. Established in September 2012, the firm offers investment consulting, portfolio management, and solution-driven advice. EPIQ has $287,206,152 in assets under management as of December 2024, managed on a discretionary basis. Clients can engage EPIQ for investment management services on a fixed fee basis, negotiable up to 1% of assets under management. The firm primarily allocates client assets among individual debt and equity securities, mutual funds, ETFs, and private investments. EPIQ does not provide performance-based fees and serves individuals, family entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm charges a minimum quarterly fee of $1,500, which may be waived based on certain criteria. EPIQ's investment strategies include EPIQ Appreciation, EPIQ Income, and EPIQ Preservation, each tailored to specific client objectives. The firm emphasizes risk management and client discretion over implementation decisions. EPIQ recommends utilizing Charles Schwab & Co., Inc. for brokerage and clearing services, with fees prorated and charged quarterly in advance. Clients are encouraged to review account statements and reports provided by EPIQ regularly. EPIQ's management team includes Bruce J. Langer, Daniel Aronson, and Benjamin Frey, who have extensive experience in the financial industry.