Emory Wealth offers personalized investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, and retirement plans. Emory Wealth builds customized investment strategies based on each client's goals, time horizon, and risk tolerance, and may occasionally recommend independent third-party managers to oversee portions of a portfolio. In addition to portfolio management, Emory Wealth provides comprehensive financial planning covering retirement strategies, tax planning, education funding, cash flow analysis, risk management, and estate preservation. Emory Wealth also assists retirement plan sponsors with fiduciary consulting. The firm operates with no required account minimums and acts with a legal obligation to put clients' best interests first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.