Embree Financial provides financial planning, investment management, and retirement plan consulting. Services include financial planning, retirement planning, investment management, and advising on cash flow, taxes, education funding, trusts, and insurance. Embree Financial creates customized investment strategies and acts as a fiduciary for clients.
Assets Under Management$2.6B
Clients936
Advisors14
Avg. per Client$2.8M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Embree Financial charges a percentage of your portfolio to manage your investments. The exact fee can be negotiated based on the services provided and the amount you invest. The maximum you would be charged is 1.5% per year. Fees are billed quarterly, in advance.
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