Empath Wealth LLC offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Investment management is included for clients participating in ongoing financial planning. For assets held at custodians other than Empath Wealth's recommended custodian, Empath Wealth provides non-discretionary advisory services only.
Assets Under Management$1.2M
Clients5
Advisors1
Avg. per Client$230K
Avg. per Advisor$1.2M
Fee Structure
Planning is included in investment management
Investment management is included for clients who participate in ongoing financial planning, without any additional fee. If Empath Wealth uses outside managers, clients may incur fees from those managers.
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