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Ember Wealth Concepts & Financial Planning
EMBER WEALTH CONCEPTS & FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $41 million in regulatory assets.
Overview
EMBER WEALTH CONCEPTS & FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $41 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Jake Vogler
Founder & CEO
Michael T. Miller
Partner & Chief Investment Officer
Sector focus
Frequently asked questions
Who makes the investment decisions at Ember Wealth Concepts & Financial Planning?
Investment decisions are led by Michael T. Miller, who serves as Partner and Chief Investment Officer. Miller and his team conduct manager selection and asset allocation in coordination with client financial plans.
Is Ember a fiduciary under the Investment Advisers Act of 1940?
Yes, Ember is registered as an investment adviser with the SEC, which requires the firm to act as a fiduciary. Its advisory agreements explicitly state this duty.
What minimum account size does Ember require?
The firm does not publicly disclose a minimum account size. Most RIAs of this size set a $250,000 to $1 million minimum for new clients.
Does Ember offer direct private equity or venture capital investments?
No. Ember's investment platform focuses on publicly traded securities and alternative asset classes like real estate and private credit through pooled vehicles, not direct private company investments.
What are Ember's disclosed fees?
Ember charges a percentage of assets under management, with fees varying by client. The firm's Form ADV states a fee schedule in line with industry standards for RIAs.
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