EMW Capital Advisors offers investment management services to a private fund and separately managed accounts for individuals and trusts. EMW invests in publicly traded equity securities, taking long positions in undervalued securities and short positions in overvalued securities. For separately managed accounts, investment advice is tailored to each client's financial objectives, risk tolerance, and personal circumstances.
Fee Structure
EMW Capital Advisors charges a percentage of your portfolio annually for separately managed accounts. The advisory fee ranges from 0.20% to 1.00% per year, depending on the portfolio's nature. Fees are payable monthly or quarterly in advance, unless otherwise agreed. Fees are calculated by Interactive Brokers. Accounts that start or end mid-quarter will have their fees adjusted accordingly.