EMBREE FINANCIAL Group was founded in 1994 to provide holistic financial planning, investment management, and retirement plan consulting to individuals, families, and institutions. EMBREE FINANCIAL Group offers wealth management services through consultations that cover financial objectives, cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. EMBREE FINANCIAL Group manages investment portfolios as a registered investment advisor with discretionary authority, utilizing fundamental, technical, and cyclical analyses. The firm invests primarily in no-load mutual funds, exchange-traded funds, individual securities, and occasionally alternative investments like private equity and real estate through limited partnerships. In addition to private wealth management, EMBREE FINANCIAL Group provides institutional retirement plan consulting services to corporations offering defined benefit and defined contribution plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum fee charged is 1.50% per year. Fees are negotiable based on the level of services provided and amount of assets involved.