Elizabeth Emr
Elizabeth Emr is a ChFC-designated registered investment advisor at Signature Wealth Management Partners, LLC, based in Montvale, NJ, with 44 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 444 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $12.0M | 0.46% |
| $12.0M - $15.0M | 0.43% |
| $15.0M - $18.0M | 0.40% |
| $18M+ | 0.38% |
The firm can be engaged to provide wealth management services on a fixed fee basis for certain clients.
Fee Estimator
Location
85 Chestnut Ridge Road, Suite 201, Montvale, NJ, 07645
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Elizabeth is a member of EMR Management, LLC for accounting and tax purposes, dedicating minimal time. She is also an insurance agent selling life, disability, and long-term care insurance, spending a few hours per week. Finally, Elizabeth is a Managing Member and Wealth Advisor at Signature Wealth Management Partners, LLC, a registered investment advisor, dedicating full-time hours.
Employment History
Current Registrations
Signature Wealth Management Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
American Express Service CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Gruntal & CO. IncorporatedBroker
Philips, Appel & Walden, INC.Broker
Investors Associates, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Cardell & Associates, IncorporatedBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.