Empirical Asset Management (EAM) provides investment management services to individuals, high net worth individuals, trusts, estates, pooled investment vehicles, charitable organizations, businesses, institutions, retirement plans, and other investment advisors. EAM works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized investment portfolio. EAM primarily focuses on long-term investments but may re-allocate positions to meet client objectives or due to market conditions.
Fee Structure
Empirical Asset Management's (EAM) investment management fees range from 0.20% to 2.00% annually, based on the complexity of services, level of assets managed, and the overall relationship with EAM. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable at EAM's discretion.