Emergent Global Investments (EGI) offers ongoing financial advice and manages investments based on individual client needs. EGI helps clients with investment decisions, considering their goals, risk tolerance, and financial background. EGI also provides financial planning services, including estate planning, goal setting, investment planning, retirement planning, risk management, and tax planning.
Assets Under Management$17M
Clients53
Advisors2
Avg. per Client$330K
Avg. per Advisor$8.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.90% |
| $50K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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