Emily Sricharoenchaikit
Emily Sricharoenchaikit is a CFP-designated registered investment advisor at Zen Wealth Advisors, LLC, based in Marlborough, MA, with 15 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 61 clients with $40M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
11 Apex Drive Suite 300A, Marlborough, MA, 01752
Get directionsHistory
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 ActivitiesSells Insurance
Emily is an independent licensed insurance agent and a board member and investment committee member of the Worcester Business Development Corporation (WBDC). The filing indicates that Emily sells insurance products.
Employment History
Current Registrations
Zen Wealth Advisors, LLC
Previous Registrations
Grimes & Company, INC.
Newedge Securities, INC.Broker
MML Investors Services, 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.