Empire Financial Management Company offers asset management services to individual clients. The firm provides professional and flexible asset management programs, which may involve the firm making investment decisions for you or simply providing advice. A minimum of $100,000 is typically required to receive these services. The firm may tailor its advisory services to the individual needs of clients.
Assets Under Management$710M
Clients983
Advisors11
Avg. per Client$720K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Empire Financial Management's fees are individually negotiated and range from 0.5% to 2.5% of the value of your portfolio annually. The fees are calculated based on the market value of the assets at the end of each quarter. Fees are typically charged quarterly in arrears, but for accounts held at RBC, fees can be charged in advance.
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