Assets Under Management
$88.0M
Number of Clients
170
Number of Advisors
9
Average Client AUM
$518K
AUM per Advisor
$9.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
empiriKal partners provides discretionary asset management services, ERISA plan services (limited scope 3(21) fiduciary), and financial planning & consulting on an hourly fee basis. Investment strategies are tailored to client goals and objectives. Clients can impose restrictions on investments.
| Assets Under Management | 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.
AZ, United States