The Estate Planners Group LLC (Washington Crossing)


The Estate Planners Group LLC is a mid-sized advisory firm based in Washington Crossing. It manages $151.66 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida, New Jersey, and Pennsylvania.

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The Estate Planners Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and workshops, and advice on insurance products. It prepares financial plans for more than 10 clients. On top of advisory services, the firm also engages as private fund manager.

The Estate Planners Group: assets under management

The assets under management (AUM) of The Estate Planners Group LLC is $151.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $151.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $614 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 35% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 24% of the firm’s portfolio. Investments in pooled investment vehicles form 16% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Estate Planners Group LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients The Estate Planners Group serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of The Estate Planners Group is high net worth individuals with 99 clients and $117.59 million of assets under management. Among the 12 most similar advisory firms, The Estate Planners Group has the 4th highest percentage of high net worth individuals out of all clients.


The amount of regulatory assets under management is $148.42 million for 245 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

The Estate Planners Group also advises several private funds. Namely, two hedge funds and two private equity funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at The Estate Planners Group LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
David Wayne Loesser Chief compliance officer and managing member 1 Jan 2002 75% - 100% 3177524

Based in Washington Crossing

The principal office where The Estate Planners Group LLC performs its advisory services is located at 113 Pondview Drive, Washington Crossing, PA 18977, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-321-4410 or by fax 215-321-4405. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at epgnow.net.