Fees

Our Transparent
Asset-Based Fees

At Emerj360, we provide commission-free services, ensuring that our guidance is always in your best interest. The fiduciary standard is our guide, and we will continue to apply it to all of our activities and services. Our fees are transparent and based on a percentage of your assets, so you’ll always know what you’re paying for.

What Services Are Included in Your Fees?

Your fee covers a comprehensive range of services so you won’t encounter hidden charges or unexpected costs.

Sample Fee Breakdown

Our fee includes all the services listed, plus dedicated time with our team of local professionals who are here to guide you. Have questions? Give us a call at 833-637-5360 or send us an email at info@emerj360.com for a free consultation.

Services Included with Your Fee

Financial Planning
Investment Management
Portfolio Construction and Monitoring
Environmental Social Governance (ESG) Solutions
Tax Planning
Retirement Income Strategies
Retirement Withdrawal Strategies

What We Provide

Learn More About Our Services

Financial Planning

Empowering you with a plan to achieve your financial goals at any stage of life—whether it’s determining your retirement rollover options or planning for what’s next. We understand you’re busy. With financial planning support from Emerj360, you can focus more on enjoying life’s little moments and set a financial plan in place.

Investment Management

Providing you with peace of mind in your investments through asset allocation, risk management, and investment options. Our investment professionals employ proven investment strategies while aligning to your objectives.

Local Financial Professionals

Connecting you with a team of local and certified financial professionals who are ready to meet with you one-on-one. When you reach out to Emerj360, you won’t be directed to a call center—our local experts are here to assist you personally.

Meet with Us

Partner with a Financial Professional

Partnering with the local experts at Emerj360 provides the support you need to take charge of your financial plan and achieve your goals. Start building confidence in your financial future today.