EMK Investment Advisors provides tailored investment advice and discretionary portfolio management. They meet with clients to determine their investment goals and risk tolerance, then construct and monitor a portfolio, rebalancing as needed. They primarily advise on master limited partnerships, real estate investment trusts, and dividend-paying stocks.
Assets Under Management$1.4M
Clients2
Advisors2
Avg. per Client$700K
Avg. per Advisor$700K
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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