Emergent Financial Services offers financial planning and portfolio management services to individuals and portfolio management services to institutions. For individuals, they analyze your financial situation, risk tolerance, income needs, and financial objectives to create a personalized investment plan. They typically use a combination of mutual funds and exchange-traded funds (ETFs). For institutions, they focus on short-term management strategies primarily for government entities, investing in fixed-income securities.
Assets Under Management$110M
Clients173
Advisors2
Avg. per Client$640K
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are subject to negotiation. For institutions investing in fixed-income only, the fee schedule is as follows: - First $50,000,000: 0.40% - Next $50,000,000: 0.20% - Assets Over $100,000,000: 0.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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