Michael Emr
Michael Emr is a registered investment advisor at Signature Wealth Management Partners, LLC, based in Rochelle Park, NJ, with 25 years of industry experience. Michael 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
365 West Passaic St., Suite 310, Rochelle Park, NJ, 07662
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a Certified Public Accountant and Partner at Botwinick & Company, LLC, dedicating full-time hours to management, accounting, audit, and tax services. He also has several LLCs for investments and owns residential real estate, but these require minimal time.
Employment History
Current Registrations
Signature Wealth Management Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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.