Empirical Wealth Management offers comprehensive wealth management services, including investment management, financial planning, tax preparation, insurance planning, and real estate services. The firm uses Modern Portfolio Theory to build diversified portfolios primarily consisting of mutual funds, exchange-traded funds, and individual securities. Empirical Wealth Management caters to individuals, high-net-worth clients, business owners, and corporate executives. The firm generally requires a minimum investment of $3,000,000, though it offers flexibility to waive this requirement.
Assets Under Management$8.4B
Clients2,400
Advisors67
Avg. per Client$3.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee schedule starts at 1.00% and scales lower for greater levels of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location
67 Advisors at this firm
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