Epic Wealth Management, LLC

Epic Wealth Management, LLC is a registered investment adviser based in Oklahoma City, Oklahoma, established in 2018. The firm offers non-discretionary portfolio management services through a non-wrap program, tailored to meet clients' needs and investment objectives with growth and conservative income strategies. Investment advice is based on long-term cash flow projections and risk discussions with clients. The firm may recommend stocks, mutual funds, ETFs, UITs, CDs, and various bonds based on client goals. Epic Wealth Management may recommend rollovers to IRAs, with fees ranging from 0% to 3% based on assets under management. The firm is a fiduciary, acting in clients' best interests and managing approximately $112 million on a discretionary basis. Clients typically require a minimum portfolio asset value of $500,000 per household. Fees are billed quarterly in advance and are negotiable based on individual circumstances. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option for discretionary or non-discretionary account management, with Epic Wealth Management monitoring accounts regularly and conducting periodic reviews. The firm does not vote proxies on behalf of clients and does not have any financial impairments. Epic Wealth Management does not determine eligibility for class action lawsuits related to client securities.