Empiric Advisors, INC.

Fee-Only (% of Portfolio)

Empiric Advisors provides continuous advice to clients about investing in securities based on their individual needs. They offer long-only equity portfolios as separately managed accounts, allowing clients to select strategies. Empiric Advisors uses a quantitatively driven investment approach, emphasizing earnings quality, capital efficiency, and valuation. They primarily invest in publicly traded companies in the United States.

Assets Under Management$65M
Clients16
Advisors2
Avg. per Client$4M
Avg. per Advisor$32M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm