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About Embree Financial Group
Embree Financial Group is a trusted financial advisory firm that provides clients with expert financial guidance and planning. Founded in 2005, Embree Financial Group has established a strong reputation for delivering personalized and comprehensive financial services that help clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
Facts and Insights:
Below are some key facts and insights about Embree Financial Group:
- Assets Under Management: The total assets under management for Embree Financial Group is over $1 billion dollars.
- Number of Advisors: The firm has a team of over 30 experienced and highly trained financial advisors.
- Time in Business: Embree Financial Group has been in business for over 15 years, providing clients with reliable and trustworthy financial services.
Financial Services Offered
Embree Financial Group offers a wide range of financial services to individual clients, families, and businesses. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance services
- Education planning
- Small business retirement plans
Client Types
Embree Financial Group works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
At Embree Financial Group, clients are charged a fee based on a percentage of their total assets under management. This fee is typically 1% or less, depending on the size and complexity of the client’s portfolio. The firm does not charge commissions on trades, ensuring that their recommendations are always in the best interest of their clients.
Background
The team at Embree Financial Group is comprised of highly qualified and experienced financial advisors who are committed to providing personalized and unbiased financial advice to their clients. They have a thorough understanding of market trends and possess the expertise to develop comprehensive financial plans that address the individual needs and goals of each client.
Financial Advisor Disclosures to Know
Just like any other financial advisory firm, Embree Financial Group is registered with the Securities and Exchange Commission (SEC) and is held to a fiduciary standard, meaning they are legally required to act in the best interests of their clients. Additionally, potential conflicts of interest are fully disclosed to clients before any financial recommendations are made.