Embark Management

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.

The firm is a registered investment adviser with the states of Arizona, California, Florida, Georgia, Illinois, Maryland, Minnesota, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, and Virginia, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

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