E. Magnus Oppenheim & Co., Inc. (EMO) provides investment advice and management to individual investors, institutions, trusts, charitable foundations, and pension plans. EMO focuses on in-depth analysis of securities to identify opportunities for capital appreciation. The firm does not engage in risky strategies such as trading, short-selling, or buying on margin.
Assets Under Management$70M
Clients89
Advisors1
Avg. per Client$790K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1% annually, charged as 0.25% quarterly. The minimum annual fee is $250.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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