Emerald Planning Services, Inc.
Emerald Planning Services, Inc. (CRD# 128228) is a financial advisory firm headquartered in Harrison, NY. They manage $7,558,609 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts11ACCOUNTS
Average Account Value$687,146
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)