Earning Your Trust

Embark Wealth Management is a Fee-Only advisory firm, which means we do not accept commissions from mutual funds and other financial companies to sell their products, unlike advisors at Broker-Dealers. Thus, Embark does not have a conflict of interest, as our recommendations are untainted by any commissions. In fact, our interests are directly aligned with our clients, given that our fees are dependent on the value of the portfolio. Our fee is 1-2% based on the value of the assets the client has placed with the firm, and is billed quarterly.