Andrew
Kurtz
Ep Wealth Advisors
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About this Advisor
Andrew Kurtz is a financial advisor based in Exton, Pennsylvania, working with Ep Wealth Advisors. Andrew has previously held positions at Rkl Wealth Management LLC, Rkl Llp, Honeysuckle Student Apartments, Bloomsburg University, Valley National Group, Northampton Country Club, and Ep Wealth Advisors, LLC. Andrew has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Andrew is part of Ep Wealth Advisors, which operates out of Exton, Pennsylvania. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$22,321,000,000
392
13,185
$1,692,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Andrew Kurtz Work History
Ep Wealth Advisors, LLC
Rkl Wealth Management LLC
Rkl Wealth Management LLC
Rkl Llp
Rkl Llp
Honeysuckle Student Apartments
Bloomsburg University
Valley National Group
Northampton Country Club
Disclosures
Please visit the SEC profile of Andrew Kurtz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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