Embarcadero Capital Advisors provides investment advice and financial planning services. They offer advisor-managed portfolios and use third-party managers. Financial planning covers various aspects of managing finances, including retirement, insurance, and investments. They also offer estate planning services to help clients pass wealth to future generations and tax planning and preparation services.
Fee Structure
Embarcadero Capital Advisors manages investment portfolios through an Advisor Managed Portfolios Wrap Fee Program. The fees for this program are described in a separate brochure. They also use third-party managers, whose fees are also detailed in a separate brochure. Financial planning is included with the Advisor Managed Portfolios service at no additional cost.