David Foley is a registered investment advisor at Ema Sma LLC, based in Sherborn, MA, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EMA SMA charges an annual fee based on the value of your portfolio, along with a performance fee. The annual fee ranges from 1.00% to 2.00% of the value of your portfolio. In addition, if your portfolio increases in value above a certain hurdle rate, you will pay 15.00% to 20.00% of that increase. This fee structure is only available to "qualified clients" who meet certain wealth or professional requirements.
Location
59 North Main Street 1, Sherborn, MA, 01770
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David serves as a managing partner for the Bitcoin Opportunity Fund and provides advisory services to the EMA GARP Fund, LP. These activities are investment-related.
Employment History
Current Registrations
Ema Sma LLC
State Registrations1 state
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