EmeraldSpark Investments offers personalized investment management and financial planning services to individual clients. EmeraldSpark drafts an Investment Policy Statement for each client, which outlines the client's long-term plans. Financial planning services, including budgeting, debt management, and retirement planning, are available at no additional charge. EmeraldSpark also offers investment advisory services to 401(k) plan sponsors.
Assets Under Management$16M
Clients52
Advisors1
Avg. per Client$310K
Avg. per Advisor$16M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable in unique circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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