Empire Wealth Management, based in Monroe, Virginia, offers investment advice and financial planning. They tailor investment advice to your goals, time horizon, and risk tolerance, providing portfolio management on a discretionary or non-discretionary basis. Financial planning services cover a broad assessment of your financial situation, including income, expenses, assets, liabilities, insurance, tax planning, and estate planning. You are not obligated to act on their recommendations or implement the plan through them.
Fee Structure
Empire Wealth Management charges a percentage of your portfolio annually, ranging from 0.25% to 2%, depending on the size and complexity of your account. This fee is negotiable. The fee is calculated based on the average daily balance and billed quarterly in arrears. You can terminate the agreement with written notice and will be charged a pro-rated fee for services rendered.