Emerald Blue Advisors is a registered investment advisor founded in 2012 and based in Laguna Hills, California, with Rola Hajeb serving as the principal owner. Emerald Blue Advisors specializes in portfolio management integrated with retirement income engineering and tax-aware distribution planning, addressing risks such as sequencing risk, longevity risk, and inflation. The firm builds customized portfolios using mutual funds, exchange-traded funds, equities, fixed income securities, real estate investment trusts, and options. In addition to ongoing portfolio management, Emerald Blue Advisors offers pension consulting services for employee benefit plans and standalone financial planning covering areas such as investment planning, tax strategies, life insurance, retirement, college savings, debt management, risk management, estate planning, and business consultation. The firm operates as a fiduciary, legally required to act in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard annual fee is 1.25% for all assets and 1.50% for options accounts. Fees are generally negotiable and household accounts may be aggregated for discounts.