Emro Asset Management manages investment portfolios and offers personalized financial planning for individuals and high net worth clients. Emro Asset Management tailors portfolios based on each client's individual goals, risk tolerance, and time horizon, creating a personal investment policy statement. The firm uses various methods of analysis including charting, fundamental, technical, and cyclical analysis, and has the authority to make trades without asking first. In addition to standard portfolio management, Emro Asset Management offers hourly financial planning services covering areas such as investment planning, insurance, taxes, retirement, college funding, and debt management. Qualified investors may also have the option to pay performance-based fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.05% |
Fees are negotiable.