Emerald Bay Advisors LLC, operating as FIAT Financial Planning, offers financial planning and investment management services to high-net-worth individuals and families. Clients can choose both services or elect to receive one without the other. Investment decisions are made based on a personalized Investment Policy Statement, reflecting the client's risk tolerance and investment goals. Model allocations are used for different risk levels.
Assets Under Management$5.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.84% |
| $1.0M - $5.0M | 0.68% |
| $5.0M - $10.0M | 0.52% |
| $10M+ | 0.52% |
Fees are negotiable based on clients' unique circumstances. A minimum fee of $1250 per quarter applies to accounts below $500,000. Fees for accounts above $10,000,000 are to be discussed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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