Executive Money Managers offers personalized investment advice and portfolio management. They work with clients to determine their investment goals and risk tolerance, then develop a tailored strategy. They can manage investments with the authority to make trades without asking first, or they can get client approval before each trade. They also offer consulting services for specific financial concerns like retirement or education planning.
Assets Under Management$82M
Clients256
Advisors4
Avg. per Client$320K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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