Emergingwealth Investment Management, Inc.

EmergingWealth Investment Management, Inc.® is an investment advisor registered with the U.S. Securities Exchange Commission, founded in July 2009. The firm specializes in offering portfolio management, financial planning, and general financial consulting services to individuals, high net worth individuals, trusts, estates, non-profit organizations, businesses, and medical practices. The firm's services include financial objective determination, cash flow consulting, income tax planning, investment management/consulting, education planning, retirement planning, estate planning, and more. Portfolios and investments are reviewed at the firm's discretion based on client circumstances and market conditions. EmergingWealth offers financial planning services on an hourly basis, with fees ranging from $25 to $300 per hour. For investment management services, the firm charges a quarterly fee based on a percentage of assets under management, starting at 0.25% on the first $500,000. The firm requires a minimum investment of $300,000, which may be waived at the firm's discretion. EmergingWealth does not charge performance-based fees or offer side-by-side management. The firm does not have custody of client funds and securities, and clients' assets are held by a qualified custodian. The firm has a team of professionals with certifications such as CFP®, CFA®, CPA®, and more, ensuring high standards of service and expertise. The Chief Compliance Officer, James J. Holtzman, oversees all activities of the firm and can be contacted for any compliance-related inquiries. No disciplinary history, arbitration claims, self-regulatory organization or administrative proceedings, or bankruptcy petitions have been reported for the firm.