Emissary Wealth is a registered investment advisor founded in 2020 and based in Hackensack, New Jersey. The firm specializes in comprehensive financial planning and ongoing investment management. Emissary Wealth helps clients navigate retirement planning, business planning, insurance analysis, tax and cash flow management, education funding, estate planning, and charitable giving. Investment management services are tailored to each client's specific financial situation, goals, and risk tolerance, and can be managed on a discretionary or non-discretionary basis. In addition to individual advisory services, Emissary Wealth also provides employee benefit plan consulting for employers and serves as an investment manager for a private investment partnership focused on real estate-related investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable. The minimum annual fee is $2,500.