Emissary Wealth specializes in financial planning, consulting, and investment management services. Financial planning includes goal setting, retirement planning, employee benefits optimization, estate planning, insurance, charitable giving, education funding, real estate, business transition planning, and family wealth preservation. Investment management is provided on a discretionary or non-discretionary basis, tailored to the client's financial condition, goals, and risk tolerance.
Assets Under Management$160M
Clients181
Advisors4
Avg. per Client$860K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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% |
The fee schedule is a blended tier based on the aggregate total of the client’s household account value(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...