Emery Partners provides investment advice to high net-worth individuals, institutional investors, and other registered investment advisors. Emery creates custom portfolios with a focus on alternative investments like private equity, private credit, and real estate. Emery also offers consulting services to other registered investment advisors and institutional clients regarding business plans and private fund research.
Fee Structure
Emery Partners charges an annual fee for managing your investments, which can range from 0% to 1.00% of the value of your portfolio. Fees are negotiable and depend on the services provided, the size of your account, and your relationship with Emery. Some client accounts may be charged a performance-based fee that could range from 0% to 20%. Emery has a minimum account size of $250,000, but exceptions may be made.