Emmanuel Capital Management (ECM) offers ongoing investment management services, creating portfolios based on your goals, time horizon, and risk tolerance. ECM also provides financial planning services, including emergency fund analysis, retirement planning, college planning, wealth creation, and income protection analysis. ECM tailors its services to each client's individual preferences and can accommodate restrictions on certain investments.
Assets Under Management$24M
Clients29
Advisors1
Avg. per Client$820K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. For employer-sponsored retirement accounts, the fee is 0.75% on the first $1,000,000 and 0.50% on assets over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...