Emerald Asset Management Inc. offers portfolio management tailored to individual goals, financial planning and consulting, and pension consulting services. Portfolio management focuses on asset allocation and security selection, using equities, fixed income, ETFs, and mutual funds. Financial planning covers investment, retirement, estate, tax, and education planning. Pension consulting assists employer plan sponsors in establishing and monitoring retirement plans.
Fee Structure
Emerald Asset Management charges up to 1.25% of your account value annually for portfolio management. This fee is negotiable based on account size, client needs, and complexity. The fee is billed quarterly in advance. You'll receive statements from your custodian detailing fees and account activity.