Emerald Bay Wealth Management provides investment advice and manages investment portfolios for individuals, couples, and families. Emerald Bay focuses on asset allocation and manager selection, working with clients' other advisors to integrate legal, tax, and estate planning. Emerald Bay aims to provide unconflicted advice and investment strategies tailored to each client's risk tolerance and financial goals.
Assets Under Management$180M
Clients37
AdvisorsN/A
Avg. per Client$5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10M+ | 0.60% |
Exceptions to the fee schedule can be made with approval of management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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