Emro Asset Management offers portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. Emro creates an Investment Policy Statement for each client to help select a suitable portfolio. Emro also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$8M
Clients8
Advisors1
Avg. per Client$1M
Avg. per Advisor$8M
Fee Structure
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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