Emerald Advisers manages investment portfolios primarily in U.S. stocks, focusing on small, mid, and multi-capitalization companies. Emerald's investment strategies involve in-depth research to identify undervalued or overvalued companies. Emerald has been providing investment services to institutions, governmental entities, trusts, estates, charitable organizations, and high net worth individuals since 1991.
Assets Under Management$2.6B
Clients30
Advisors3
Avg. per Client$87M
Avg. per Advisor$870M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees may be negotiable depending on the objectives and relative complexity of managing the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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