Emergent Wealth Advisors offers investment management services where they manage your investments for you. They also offer financial planning and consulting services, which include a review of your estate plan, investments, taxes, retirement planning, and insurance. They can also provide limited scope advice to retirement plans. Other professionals, like lawyers and accountants, are hired directly by you.
Assets Under Management$250M
Clients370
Advisors4
Avg. per Client$670K
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...