Emerald Advisors provides financial planning, consulting, and investment management services. Emerald Advisors manages investment portfolios primarily using exchange-traded funds, individual debt and equity securities, market linked notes, and privately placed securities. Emerald Advisors offers several service tiers or membership levels that bundle different combinations of planning, consulting, and family office services. Emerald Advisors also facilitates estate planning document creation using a third-party technology platform.
Assets Under Management$940M
Clients216
Advisors5
Avg. per Client$4.4M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
For certain client holdings or account types, Emerald Advisors may apply discounted or otherwise negotiated fee arrangements that differ from the standard household fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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