Emmaus Investor Services, owned by Mike Reichard, provides investment advice and portfolio management. Emmaus offers services ranging from a one-time portfolio review with recommendations to ongoing portfolio management. Emmaus does not take custody of client funds; accounts are held at Schwab. Emmaus uses financial profiles and risk assessments to determine appropriate investments for each client.
Assets Under Management$10M
Clients39
Advisors1
Avg. per Client$270K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Emmaus Investor Services offers two main services:
- Portfolio Review and Recommendations: A one-time review of your retirement or brokerage account with purchase recommendations. The fee ranges from $999 to $3999 per year, depending on the account size.
- Portfolio Management: Ongoing management of your investment portfolio, tailored to your risk tolerance. The monthly fee ranges from $150 to $250, or is negotiable, depending on the account size.
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