Advisor at Epic Wealth Management LLC
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Firm
Epic Wealth Management LLC
Location
Red Bank, NJ 07701
Credentials
Series 65
Industry experience
8 years
Kelly Cole is a financial advisor at Epic Wealth Management LLC with eight years of industry experience. She holds a Series 65 designation and has worked previously at Fountainhead Capital Management, Jarred Bunch Consulting, and Chelsea Financial Services. In addition to her advisory role, Ms. Cole is a licensed insurance agent and is involved with the Duffy Cole Agency, LLC, through which she manages a referral-based business relationship. Epic Wealth Management provides financial planning and investment management services to individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic approach with tactical overlays, primarily using model portfolios and third-party sub-advisors, and integrates insurance activities alongside its advisory services.
Based on Epic Wealth Management LLC
Based on Epic Wealth Management LLC
Negotiated fixed annual fee for retirement plan consulting services, billed quarterly in advance.
$0 - $250,000: Up to 1.45% $250,001 - $500,000: Up to 1.40% $500,001 - $1,000,000: Up to 1.35% $1,000,001 - $2,500,000: Up to 1.30% $2,500,001+: Up to 1.25%
Insurance commissions are earned by advisory representatives who are licensed insurance agents; commissions vary by product and are paid by insurance companies.
Negotiated hourly rate for retirement plan consulting services billed upon completion of services.
2 Bridge Avenue, Suite 633 B
Red Bank, NJ 07701
New Jersey · New York · Pennsylvania
EPIC Wealth Management, LLC
2021 - Present (5 years)
Fountainhead Capital Management, LLC
2018 - 2021 (3 years)
Jarred Bunch Consulting
2017 - 2018 (1 year)
Chelsea Financial Services
2014 - 2018 (4 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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