Ember L. Flack provides financial planning and investment management services. Financial planning includes analyzing a client's net worth, cash flow, education funding, retirement planning, insurance needs, and estate plan. Investment management involves helping clients select investment solutions, primarily through SEI Investments, and directing the custodian to allocate the client's portfolio according to an agreed-upon investment policy.
Assets Under Management$180M
Clients40
AdvisorsN/A
Avg. per Client$4.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Investment management fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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