Eminence Wealth Management offers investment management, investment analysis, and financial planning services to individuals and high net worth individuals. They use quantitative, fundamental, technical, and economic analysis to determine investments. Eminence requires a written agreement outlining services and fees. They are an asset-based fee firm and do not receive commissions. Clients maintain asset control through a qualified custodian.
Assets Under Management$16M
Clients128
Advisors4
Avg. per Client$120K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable. Investment advisor representatives can set the fee up to a maximum of 2.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...