Empirical Wealth Management provides investment management services on a discretionary and non-discretionary basis. They also manage a wrap-fee program. Empirical creates financial plans to help clients clarify their investment and life objectives. They also offer stand-alone financial planning services to non-advisory clients. Empirical also offers tax preparation services, retirement and pension consulting, estate planning services, insurance services, and real estate services.
Fee Structure
Empirical Wealth Management charges a percentage of your assets under management. The specific rate is established in your agreement and may be negotiable. Fees are due at the beginning of each calendar quarter and are deducted from your account. Clients in the wrap fee program pay a comprehensive fee covering portfolio management, brokerage, and custodial services.