Equity Management Group (EMG) offers investment management and financial planning without commissions. EMG takes responsibility for actions on behalf of clients. They tailor financial planning and portfolio supervision to each client's financial situation and risk tolerance. EMG works with corporations and individual clients to develop investment plans designed to attain their financial goals.
Assets Under Management$63M
Clients88
Advisors3
Avg. per Client$710K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable, and some clients will be charged lower fees than outlined above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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