Emerald Wealth Management (EWM) provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. EWM also offers financial planning covering areas like retirement, college, and tax planning. EWM may direct clients to third-party investment advisors. EWM generally limits its investment advice to mutual funds, fixed income securities, equities, hedge funds, private equity funds, ETFs and treasury inflation protected/inflation linked bonds.
Assets Under Management$15M
Clients90
Advisors1
Avg. per Client$170K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Emerald Wealth Management (EWM) manages investments through a wrap fee program. The annual fee is a percentage of the assets managed.
- $500 to $1 million: 1.00% - 1.50%
- $1,001,000 to $2 million: 0.95%
- Over $2 million: Negotiable
Fees are deducted monthly from client accounts.
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