Emeritus Investment Management (EIMI) manages investment portfolios using broad diversification and no-load mutual funds. Portfolios are customized and may include various asset classes. EIMI also offers financial consulting on retirement, estate planning, insurance, company benefits, college funding, and divorce-related financial matters. EIMI manages investments on a discretionary basis.
Assets Under Management$61M
Clients68
Advisors1
Avg. per Client$890K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.50% |
Fees negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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