Advisor at EPG Wealth Management LLC
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Firm
EPG Wealth Management LLC
Location
Amelia Island, FL
Credentials
Series 63, Series 65
Industry experience
29 years
Danny Moore is a financial advisor at EPG Wealth Management LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Capital, ACG Wealth INC, and Triad Advisors, Inc. Outside of his advisory work, he serves as CEO, CFO, and owner of DLM Financial Services, Inc. EPG Wealth Management serves individuals, trusts, businesses, and retirement plans by providing portfolio management, financial planning, and retirement-plan consulting. The firm develops customized investment plans using a combination of fundamental, technical, and cyclical analysis, and offers access to third-party money managers and a branded wrap fee program.
Based on EPG Wealth Management LLC
Based on EPG Wealth Management LLC
Fixed agreed upon rates for financial planning services (varies per client and task)
$0 - $500,000: 1.50% annually $500,001 - $2,500,000: 1.25% annually $2,500,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Brokerage commissions and fees from securities transactions, including potential fees from IPOs and secondary offerings via Arkadios Capital
Financial planning hourly rates from $175 to $500 per hour
Account minimum: $500,000 Minimum fee: Minimum monthly fee of $10.42 for clients at NFS Fee-only: Financial planning fees charged hourly ranging from $175 to $500 per hour; or fixed agreed upon rate (varies by task)
Amelia Island, FL
Florida
EPG Wealth Management LLC
2019 - Present (7 years)
Arkadios Capital
2017 - Present (9 years)
ACG Wealth INC
2009 - 2020 (11 years)
Triad Advisors, Inc
2009 - 2017 (8 years)
Dlm Financial Servies, Inc
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Yulee, FL
Advanced Financial Strategists Inc
Series 63, Series 66
Fernandina Beach, FL
TBCPA, Inc.
Series 63
Amelia Island, FL
Hall Capital Management Company, Inc.
Series 63, Series 65
Fernandina Beach, FL
The Commonwealth Group LLC
Series 63, Series 65
Yulee, FL
Ministry Partners Securities, LLC
Series 63, Series 65
Saint Marys, GA
Thayer Partners LLC
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