EMC Capital Management provides investment management services, working with clients to determine their investment objectives and risk profile. EMC typically creates portfolios of exchange-traded funds (ETFs) and may use model portfolios. EMC also provides advisory services to participant-directed employee retirement benefit plans. EMC primarily recommends portfolios consisting of ETFs that follow a passive asset class investment philosophy with low holdings turnover.
Assets Under Management$180M
Clients9
Advisors1
Avg. per Client$20M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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