Emerald Waves Investments offers investment advisory and financial planning services. They manage portfolios on a discretionary basis, tailoring their approach to each client's objectives. Their primary strategy involves tactical asset allocation to reduce risk and increase performance, using various securities. Financial planning is included within the investment supervisory services, but a written financial plan is not provided.
Assets Under Management$4.2M
Clients17
Advisors1
Avg. per Client$250K
Avg. per Advisor$4.2M
www.linkedin.com/in/raymond-chung-cfa-155ab6 ·seekingalpha.com/author/raymond-chung-cfa#regul... ·www.emeraldwavesinvestments.com
Fee Structure
Minimum Investment:$45K
Planning is included in investment management
Emerald Waves Investments charges a management fee based on the amount of assets they manage. The fees are calculated and paid monthly, in arrears.
- RC Strategy: 2.00% per year
- Combined: Less than 2.00% per year; fee is based on the expected weighting of the "RC Strategy" within the client's account.
- Mutual Fund/Bond: 0.50% per year
These fees may be negotiable under unusual circumstances. The custodian will automatically deduct the fees from the client's account monthly.
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