Enright, Mollin, Cascio & Ramusevic (EMCR) offers investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. EMCR creates investment strategies based on each client's unique objectives, risk tolerance, and investment timeline. EMCR invests in mutual funds, stocks, bonds, exchange traded funds, cash equivalents, and individual securities.
Assets Under Management$290M
Clients111
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$290M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fees range from 0.40% to 1.00% annually depending on the size and complexity of the assets managed. EMCR, in its sole discretion, may charge a lower investment advisory fee based upon certain criteria determined and approved by EMCR.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...