Emergent Financial Group offers investment management and financial planning services. Investment management involves ongoing supervision of client accounts, while financial planning includes creating written plans covering topics like asset allocation, retirement, and estate planning. Emergent Financial Group also offers retirement plan services to plan sponsors and participants. Clients retain control of their accounts and can impose reasonable restrictions on investment management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable based on the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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