Ember Wealth Concepts & Financial Planning provides customized investment management, comprehensive financial planning, and pension consulting. Investment management uses proprietary models tailored to client goals and risk tolerance, potentially including cash or Envestnet model portfolios. Financial planning covers investment, retirement, insurance, tax, education, income, charitable giving, and estate planning. Clients are responsible for implementing recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Envestnet platform accounts are subject to an additional fee up to 0.20% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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