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How does the advisor help clients – Key Takeaways:
Financial experts at EMG offer a wide range of services to their clients, including investment management, financial planning, and retirement planning. They work closely with their clients to understand their unique financial goals and develop customized strategies to help them achieve those goals.
Facts and Insights
In terms of assets under management, EMG manages a total of $2.5 billion in assets for their clients. They have a team of 15 experienced and knowledgeable advisors who work tirelessly to provide top-notch financial services to their clients. EMG has been in business for over 25 years, establishing themselves as a reputable and trusted financial firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $2.5 billion | 15 | 25+ |
Financial Services Offered
EMG offers a diverse range of financial services, tailored specifically to their clients’ needs. These services include investment management, retirement planning, tax planning, insurance services, and estate planning, among others. They also provide regular portfolio reviews to ensure their clients’ investments are on track to meet their financial goals.
Client Types
EMG works with a wide range of clients, including high net worth individuals, families, and small business owners. They understand that each client has unique financial needs and work closely with them to develop personalized financial plans.
Fees & Compensation
EMG advisors are fee-based, meaning they charge a fee based on a percentage of the assets they manage for their clients. This structure aligns the advisors’ interests with their clients’ and ensures that they are focused on achieving their clients’ financial goals rather than making sales commissions.
Background
EMG has been providing financial services to their clients for over 25 years, making them an established and reputable firm in the industry. Their team of experienced and knowledgeable advisors undergoes regular training to stay up-to-date on the latest financial trends and strategies. This allows them to provide their clients with the best possible advice and guidance.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their disclosures, including any potential conflicts of interest and their background. EMG advisors provide full disclosure to their clients, ensuring transparency in all their dealings.