EM Financial Services offers investment management on a discretionary or non-discretionary basis, as well as financial planning and consulting services. Financial planning includes a full financial plan or assistance with individual topics. EMFS may recommend third-party managers and receives referral fees from them. EMFS also provides ERISA plan services. Investment strategies are tailored to client goals, and clients can impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable based on various criteria. EMFS also uses third-party managers; their fees will be disclosed separately.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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