Emerald Investments provides investment management and advisory services to individuals and businesses. Emerald Investments is independent and receives revenue only from clients. Services range from complete investment management to consulting. Investment management involves ongoing selection and monitoring of investments. Investment advisory services are project-oriented, acting as a consultant on investment or financial matters.
Assets Under Management$5.9M
Clients15
Advisors1
Avg. per Client$390K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for equities. Fixed income is 0.50% to 0.75% per year, depending on interest rate levels. Money market funds are 0.35% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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