Advisor at EPG Wealth Management LLC
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Firm
EPG Wealth Management LLC
Location
Atlanta, GA 30305
Credentials
CFP®, Series 63, Series 66
Industry experience
24 years
David Curry is a CFP® with 23 years of industry experience, currently serving at EPG Wealth Management LLC since 2019. He has also worked at Arkadios Capital, ACG Wealth, and Triad Advisors, Inc. Outside of his advisory roles, he is involved in non-investment business activities through Curry & Co., LLP and RCM Capital LLC. EPG Wealth Management works with individuals, trusts, businesses, and retirement plans to provide portfolio management, financial planning, and retirement-plan consulting services. The firm develops customized investment plans and manages accounts on a discretionary basis using a variety of analytical approaches and alternative investments, while also offering access to third-party 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)
309 East Paces Ferry Rd Ne, Ste 900
Atlanta, GA 30305
Georgia · Louisiana · Nebraska · Texas
EPG Wealth Management LLC
2019 - Present (7 years)
Arkadios Capital
2017 - Present (9 years)
ACG Wealth
2014 - 2020 (6 years)
Triad Advisors, Inc.
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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.
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