Empire Financial Group (EFG) manages investment portfolios for individuals, and may in the future manage for trusts, foundations, pension plans, estates and corporations. EFG creates investment plans based on clients' goals and risk tolerance. EFG also offers financial planning services, creating detailed plans to help clients achieve their financial goals. These plans cover areas like budgeting, taxes, retirement, and investments. Implementation of the financial plan is at the client's discretion.
Assets Under Management$83M
Clients36
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.60% |
| $150K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Client assets held in multiple accounts will be aggregated to reduce fee percentage. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...