Marilyn Soffer is a registered investment advisor at Emk Investment Advisors, LLC, based in Boynton Beach, FL, with 11 years of industry experience. Marilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $1.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are non-negotiable.
Fee Estimator
Location
Boynton Beach, FL
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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.
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Marilyn is a director of the Morris and Gladys Lewy Family Foundation Inc., spending a few hours per week on this non-investment related activity. She is also the owner of EMK Group LLC, an investment management and medical receivable finance company, but this business is currently inactive and requires minimal time.
Employment History
Current Registrations
Emk Investment Advisors, LLC
State Registrations1 state
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