Empirikal Partners LLC
Assets Under Management
$88.0M
Number of Clients
170
Number of Advisors
9
Average Client AUM
$518K
AUM per Advisor
$9.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
EmpiriKal Partners LLC provides discretionary asset management, ERISA plan services (3(21) fiduciary), and financial planning/consulting. Investment strategies are tailored to client goals and objectives. Financial planning covers retirement, investment, tax, and estate planning, among other areas.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Asset management fees are based on a percentage of assets under management, not exceeding 2.5% annually. For example, a client with $750,000 under management would pay $7,500 annually. Fees are negotiable for accounts over $2,000,000. Financial planning and consulting are charged at an hourly rate of $200, which is also negotiable. Investment Advisor Representatives receive external compensation for sales of investment related products such as insurance as independent licensed insurance agents.
Areas of Practice
Location
AZ, United States