Fees
Earning your trust
Embark is an advisory firm that accepts no commissions, so our recommendations are untainted by commissions.
Transparent and aligned
We don’t sell products. We advise.
As a firm, we do not accept commissions from mutual funds and other financial companies to sell their products, unlike advisors at broker-dealers. Embark has no conflict of interest in its recommendations.
Our interests are directly aligned with our clients’, since our fees depend on the value of the portfolio.
Advisory fee
1–2%
of the assets placed with the firm, billed quarterly.
Ready to start your plan?
Tell us a little about your goals. An Embark advisor will reach out to schedule a conversation.