Emily Maretsky is a registered investment advisor at Educated Financial Planning, based in Astoria, NY, with 2 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3 clients with $180K 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% |
| $3M+ | 0.50% |
Comprehensive Financial Planning clients that utilize investment management services will not be billed an additional investment management fee for AUM up to 100x the planning fee.
Fee Estimator
Location
Astoria, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Educated Financial Planning
State Registrations1 state
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