and
How does the advisor help clients – Key Takeaways:
EMMETT INVESTMENT MANAGEMENT, LP is a leading financial management firm that provides expert guidance and solutions to individuals and organizations for their financial needs. The firm serves as a trusted partner to their clients by offering personalized and comprehensive services to help them achieve their financial goals.
Facts and Insights
In operation for over 25 years, EMMETT INVESTMENT MANAGEMENT, LP has established a strong track record of success and earned a solid reputation in the financial industry. With a team of highly skilled and experienced advisors, the firm has managed to accumulate over $2 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | 25 years |
Financial Services Offered
EMMETT INVESTMENT MANAGEMENT, LP offers a wide range of financial services to cater to the diverse needs of their clients. Some of their services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm takes a holistic approach to financial planning and strives to provide customized solutions that align with their clients’ unique goals and objectives.
Client Types
The firm serves a diverse client base that includes high-net-worth individuals, families, corporations, and institutional investors. They have a deep understanding of the different needs and challenges faced by each client segment, and they tailor their services accordingly.
Fees & Compensation
EMMETT INVESTMENT MANAGEMENT, LP follows a transparent and straightforward fee structure. They charge a percentage of the assets under management as their management fee, which varies based on the size of the portfolio. The firm does not receive any commissions or kickbacks from investment products, ensuring that their recommendations are always in the best interest of their clients.
Background
EMMETT INVESTMENT MANAGEMENT, LP was founded in 1995 by John Emmett, a highly qualified and experienced financial advisor with a vision to provide top-notch financial services to individuals and organizations. Over the years, the firm has grown and expanded its services, but their core values of integrity, trust, and commitment to client success remain unchanged.
Financial Advisor Disclosures to Know
As of now, there are no disclosures listed for EMMETT INVESTMENT MANAGEMENT, LP on the Securities and Exchange Commission’s Investment Adviser Public Disclosure (IAPD) website. This means that the firm has a clean record and has not faced any disciplinary actions or legal issues in the past.