Embervest LLC provides investment advisory services through a digital platform, offering two service tiers: Basic and Investment Advisory. The Basic service includes budgeting assistance, financial goal planning, and spending analysis. The Investment Advisory service adds AI-generated investment recommendations, asset allocation guidance, portfolio optimization, risk assessment, and specific security recommendations upon request. Embervest does not manage client assets; clients maintain custody with third-party custodians and execute trades independently.
Fee Structure
Embervest offers an Investment Advisory Service for $49 per month. This service includes AI-generated investment recommendations, asset allocation guidance, portfolio optimization suggestions, risk assessment, and specific security recommendations upon request. Clients are responsible for brokerage commissions, transaction costs, and management fees for mutual funds or ETFs.