Richard Blair is a CFA-designated registered investment advisor at Emery Partners LLC, based in Boston, MA, with 7 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth. Their firm serves 1 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Emery Partners charges an annual fee for managing your investments, which can range from 0% to 1.00% of the value of your portfolio. Fees are negotiable and depend on the services provided, the size of your account, and your relationship with Emery. Some client accounts may be charged a performance-based fee that could range from 0% to 20%. Emery has a minimum account size of $250,000, but exceptions may be made.
Location
53 State Street, 23rd Floor, Boston, MA, 02109-2820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Emery Partners LLC
Shepherd Kaplan LLC
State Registrations1 state
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