Emerson Partners provides investment advisory services tailored to each client's individual needs and objectives. Emerson does not provide portfolio management services to bundled fee programs. Emerson's primary investment strategy is to use a tactical allocation strategy aimed at reducing risk and increasing performance.
Assets Under Management$39M
Clients15
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Emerson Partners charges an annual management fee based on the value of your portfolio. The fees range from 0.05% to 1.50% per year, depending on the investment strategy and the size of your account. These fees may be negotiable.
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