Assets Under Management
$6.7B
Number of Clients
2,132
Number of Advisors
60
Average Client AUM
$3.1M
AUM per Advisor
$111.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Empirical Wealth Management provides portfolio management and brokerage execution through a wrap fee program. They design portfolios based on client objectives, financial goals, and risk tolerances, using ETFs and other investments. Fees are negotiable and cover both advisory and brokerage services. Empirical also has subsidiaries offering insurance and real estate services.
1420 5th Ave, Suite 3150, Seattle, WA, 98101