Embark Wealth Management provides portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to guide investment decisions. Embark Wealth Management also offers financial planning services covering investments, insurance, taxes, retirement, education, debt, and Social Security. They generally invest in mutual funds, equities, bonds, ETFs, and other securities.
Assets Under Management$52M
Clients388
Advisors2
Avg. per Client$130K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K+ | 1.00% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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