Empirical Wealth Management
Assets Under Management
$6.7B
Number of Clients
2,132
Number of Advisors
60
Average Client AUM
$3.1M
AUM per Advisor
$111.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Empirical Wealth Management provides portfolio management and brokerage execution through a wrap fee program. They design portfolios based on client objectives, financial goals, and risk tolerance, seeking optimal asset allocation and tax-efficient management. Fees may be negotiated.
Fee Structure
Clients pay a wrap fee covering investment advisory and brokerage services. The standard fee schedule starts at a maximum of 1.00% and scales lower for greater levels of assets under management. Fees are negotiable based on qualitative and quantitative factors. Fees are due quarterly, deducted from accounts. Clients may also pay fees embedded in mutual funds, ETFs, or annuities.
Areas of Practice
Location
1420 5th Ave, Suite 3150, Seattle, WA, 98101