Emy Tice is a CFP-designated registered investment advisor at Wt Wealth Management, LLC, based in Scottsdale, AZ, with 10 years of industry experience. Emy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 1,141 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WT Wealth Management charges an annual investment management fee based on a percentage of your portfolio's value. The exact percentage is negotiable and can range from 0% to 2%. The fee is collected quarterly in advance. If you end the relationship early, you'll receive a refund for any unearned portion of the fee.
Location
20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emy is a teaching professor of finance at Northern Arizona University since 1995, dedicating nearly full-time hours to this role. She is also a committee member of the Greater Flagstaff Chamber of Commerce, spending minimal time per month.
Employment History
Current Registrations
Wt Wealth Management, LLC
Previous Registrations
Four Peaks Wealth Management, LLC
State Registrations6 states
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