Emerald Blue Advisors provides portfolio management tailored to individual client goals and risk tolerance. They also offer pension consulting services and financial planning covering investments, taxes, insurance, retirement, college, and debt management. Clients can purchase recommended investment products through other brokers or agents.
Assets Under Management$69M
Clients191
Advisors3
Avg. per Client$360K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable. If a third-party investment manager is used, Emerald Blue Advisors will receive their standard fee in addition to the third-party advisor's fee, not to exceed 2.00% total. Emerald Blue Advisors may receive up to 1.00% of managed client assets for their services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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