Emerson James Advisors (EJA) offers investment management where clients approve each transaction, ERISA plan services for retirement plans, and financial planning. Financial planning includes one-time plans and ongoing consulting covering various financial goals. EJA may recommend third-party managers and receives solicitor fees for these referrals.
Assets Under Management$7.7M
Clients18
Advisors1
Avg. per Client$430K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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