Empiric Institutional provides investment management services, offering equity and fixed income portfolios through separately managed accounts. Clients can choose strategies based on their needs and place restrictions on investments. Empiric Institutional's investment strategies are proprietary and quantitatively driven, focusing on undervalued businesses with long-term growth potential. The firm also offers personalized services to help clients meet their financial goals.
Assets Under Management$9.9M
Clients6
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100.0M - $250.0M | 0.70% |
| $250M+ | 0.65% |
These fees apply to EI EAFE Small Cap and EI USA Small Cap strategies. Fees are negotiable. Other strategies have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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