Emerald Investment Advisers (EIA LLC) manages investments for institutions and individuals, offering equity strategies across different styles and market caps. EIA LLC manages client accounts, buying and selling investments as needed, based on discretionary authority. They manage stocks, bonds, options, mutual funds, and ETFs. Clients can place restrictions on investments, which EIA LLC accommodates when possible. EIA LLC also provides model portfolios to other financial institutions.
Fee Structure
Emerald Investment Advisers is paid a fee based on a percentage of the value of your portfolio. These fees are calculated based on the total value of your investments and are billed to you every three months after the quarter ends. The fees may be negotiable depending on factors like the size of your account and your investment goals. There are minimum account sizes that vary by investment strategy, ranging from $50,000 to $5,000,000, but these minimums may be waived at the firm's discretion.