Emergent Fortuity Financial, LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. They create an investment plan for each client and select a portfolio that matches their specific situation. The firm generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$3.1M
Clients48
Advisors1
Avg. per Client$65K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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