Pricing That Makes Sense
LET’S FIND THE RIGHT PATH FOR YOU
Get the transparency you deserve
If you want to get professional help with your finances, you want to know exactly what to expect before signing up. Too often, financial services come with hidden fees and other costs that make you feel hesitant about moving forward. Everyone deserves to have clarity about pricing, especially when it comes to financial services.
At Embark, we are transparent about our pricing. We show you exactly what to expect so you can have some confidence about what our services entail. Read through our pricing structure below so that you can get clarity on what to expect.
What services do you need?
We offer clear pricing based on the services you select as well as your Assets Under Management (AUM). Consistent results come when your financial plan is the center of your investment strategy. Most of our clients select our “Core Services” option, giving them more options with their finances. However, your situation is unique. No matter what your configuration, your Embark team can play a key role in guiding you so that you can have financial confidence for the future.
Investment Management Only
1% of AUM
decreasing as assets grow.
- ✔ Investment Management
- ✔ College Savings Stratagies
- ✔ Retirement Income
- ✔ Asset Allocation
- ✔ Insurance Stratagies
Investment Management and Financial Planning
$2,000 & 0.95% of AUM
for the first year, decreasing as assets grow.
- ✔ Tax Planning Stratagies
- ✔ Estate Planning Stratagies
- ✔ Retirement Planning
- ✔ Cash Flow Planning
- ✔ Risk Management
- ✔ Education Planning
- ✔ Real Estate Analysis
- ✔ Life Planning
- ✔ Equity Compensation Planning
- ✔ Succession Planning
- ✔ Investment Management
- ✔ College Savings Stratagies
- ✔ Retirement Income
- ✔ Asset Allocation
- ✔ Insurance Stratagies
Financial Planning Only
$3,500/first year
and $1,750/year after
- ✔ Tax Planning Stratagies
- ✔ Estate Planning Stratagies
- ✔ Retirement Planning
- ✔ Cash Flow Planning
- ✔ Risk Management
- ✔ Education Planning
- ✔ Real Estate Analysis
- ✔ Life Planning
- ✔ Equity Compensation Planning
- ✔ Succession Planning
Schedule Your Free Consultation Today
If you are interested in financial planning or investment management services, the first step is a free consultation. During the consultation, you’ll meet with a valued financial planner at Embark.
They will ask you about your goals, listen to your concerns, and help you decide on what steps to take next.
Schedule a free consultation today so you can have greater confidence in your ability to care for your family’s future.
- Pick a date and time
- Show up to your consultation
- Begin your financial journey