With Emerj360, you get a full financial plan (from a CERTIFIED FINANCIAL PLANNER™), on-going planning advice, and proactive outreach from our team. Investment management is included, which is something that Trust Point has excelled at for over 100 years. AND the enhanced technology to be able to see your account performance, move money on your own, and have a platform to open additional accounts quickly and efficiently.
Emerj360 has a flat fee structure and we don’t collect commissions, sales charges, or 12b-1 fees which are common at other retail firms. The expense ratio for our portfolios is 0.08% which is compared to other firms who use higher-cost funds with higher expense ratios.