Emde Wealth Management provides financial planning and investment management services to individuals, high net worth individuals, pension and profit sharing plans, and corporations. Financial planning includes evaluating a client's financial situation, goals, and risk tolerance to create a written plan. Investment management involves creating an individualized portfolio based on the client's objectives and risk parameters, with regular monitoring and adjustments.
Assets Under Management$47M
Clients80
Advisors2
Avg. per Client$590K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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