Empirical Modeling & Analytics (EMA) works exclusively with sponsors of mid-sized 401(k) and 403(b) retirement plans. EMA manages assets on a discretionary basis, constructing globally diversified portfolios of exchange traded funds (ETFs) and real estate investment trusts (REITs). EMA also provides risk assessment, plan administration, annual meetings, communication, participant reporting, periodic rebalancing, and quarterly meetings.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Empirical Modeling & Analytics' fees are based on the value of the assets in each retirement plan account, as of the last trading day of each quarter. Fees are paid after the quarter ends and are taken directly from each account by the custodian.
- $10,000,000.00 - $19,999,999.99 — 0.25%
- $20,000,000.00 - $29,999,999.99 — 0.20%
- $30,000,000.00 - $49,999,999.99 — 0.15%
- $50,000,000.00 & Greater — Negotiable
The minimum account balance is $10,000,000.00.
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