Empire Advisors Wealth Management is a registered investment advisor based in Fairfax, Virginia, that provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Empire Advisors Wealth Management creates a personalized investment policy statement for every client and evaluates their current investments. The firm focuses on long-term investment strategies utilizing mutual funds, fixed income securities, real estate funds including real estate investment trusts, equities, exchange-traded funds, and treasury inflation-protected or inflation-linked bonds. The firm requires clients to hold their assets with Charles Schwab & Co., Inc. as the qualified custodian. In addition to investment management, the principals of Empire Advisors Wealth Management are also partners in an accounting and tax preparation firm, allowing them to offer additional business services while maintaining a legal obligation to act in their clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable and calculated monthly in advance.