EmpiriKal Partners offers discretionary asset management and financial planning and consulting services to individuals, high-net-worth individuals, trusts, estates, and retirement plans. EmpiriKal Partners builds personalized portfolios based on individual goals, time horizons, and risk tolerance, utilizing fundamental analysis and long-term investment strategies. In addition to investment management, the firm provides hourly financial planning covering retirement, taxes, estate planning, insurance, and major purchases. The firm also offers advisory services to qualified retirement plans as a fiduciary under federal retirement plan rules. EmpiriKal Partners has no account minimum requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees for accounts over $2,000,000 are negotiable.