Emily Rose is a CFP-designated registered investment advisor at Constellation Wealth Advisors, based in Cincinnati, OH, with 11 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 417 clients with $5.4B 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 generally based on assets under management and do not exceed 1.00% annually, or may be structured as flat fees not exceeding $500,000 annually. The firm maintains a standard minimum annual fee of $20,000. Fees are negotiable.
Fee Estimator
Location
255 East Fifth St., Suite 3000, Cincinnati, OH, 45202
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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
Emily is a member of the Board of Directors, Treasurer, and on the Finance & Program Committees for the Ion Center for Violence Prevention, a non-profit organization. She dedicates minimal time to this role, supporting the organization's programs and initiatives.
Employment History
Current Registrations
Constellation Wealth Advisors
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.
Exams
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