Emerald Pacific Investment Advisors (EPIA) offers custom-tailored portfolio management services. EPIA works with clients to understand their financial situation and goals, then recommends and implements a portfolio of investments. Clients maintain control to accept or reject investment recommendations. EPIA may also provide advice on assets held away from their main accounts. EPIA does not offer wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.40% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees may be negotiable with individual clients based on factors such as complexity, financial needs, and expectation of future assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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