empiriKal partners offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning and consulting services covering retirement, investments, taxes, insurance, and more. They can also advise retirement plans. If there's a conflict of interest, they'll tell you, and you don't have to follow their recommendations.
Assets Under Management$88M
Clients170
Advisors9
Avg. per Client$520K
Avg. per Advisor$9.8M
www.linkedin.com/company/empirikal-partners-llc ·www.facebook.com/empirikalpartners ·empirikalpartners.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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