EmberHouse provides asset management and financial planning services to individuals, high net-worth individuals, and retirement plans. EmberHouse manages investments on a discretionary basis, meaning they can make trades without asking you first. Financial planning covers topics like retirement, taxes, insurance, and estate planning. EmberHouse also offers services to retirement plans, acting as an advisor to plan sponsors.
Assets Under Management$92M
Clients60
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees are negotiable for accounts over $2.5MM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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