Emancipare Investment Advisors offers financial planning services covering cash flow, education funding, retirement planning, risk management, estate, and tax planning. They provide ongoing advice through their Comprehensive Financial Guidance offering. Emancipare does not manage client assets. The firm tailors services to individual needs, allowing clients to place restrictions on investment recommendations. Clients are responsible for implementing the suggestions provided in their plan.
Assets Under ManagementN/A
Clients49
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Emancipare offers an Ongoing Comprehensive Financial Guidance service for a flat fee of $399 per month. This includes a financial plan, monthly meetings to discuss financial topics, and an annual plan update.
- Emancipare Life/Retirement/FIRE Plan: A one-time plan examining your current financial state and retirement goals, including Social Security, healthcare, income, tax, and investment strategies. The total cost is $1,950, paid in three monthly installments of $650.
- Financial Plan Review: A one-time review of a client’s financial plan for a fixed fee of $399 for one scenario, with an additional charge of $100 for each additional scenario.
- Financial Plan Update: A one-time update of a client’s financial plan for a fixed fee of $499 for one scenario, with an additional charge of $100 for each additional scenario.
- Limited Planning Component: Assessed at an hourly rate of $199 per hour, billed in 15-minute increments.
Annual Retainer:$4,788/year
One-Time Plan:$399 - $1,950
Hourly Rate:$199/hr
Loading...