Empirical Wealth Management

Wealth Management Firm in Spokane, WA

Firm Info
Address: 818 W Riverside Ave #450, Spokane, WA 99201, USA
Phone: (509) 315-1685

Firm Size
Assets Under Management: $4.2 billion
# of Advisors: 30
# of Clients: 5,560
Client to Advisor Ratio: 185:1
Average Account Size: $749,438
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

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Empirical Wealth Management Overview

Empirical Wealth Management is a registered investment advisory firm that specializes in providing investment advice to individuals, small businesses, and institutional clients. The firm operates on a fee-only basis, which means that clients only pay for the services they receive and the advice they need. The firm has been in operation since 2011 and is headquartered in Seattle, WA. Empirical Wealth Management provides a wide range of services to its clients, including financial planning, portfolio management, and pension consulting services. The firm also offers portfolio management for pooled investment vehicles and businesses or institutional clients. In addition, Empirical Wealth Management provides selection services for other advisors, ensuring that clients receive the best possible advice and service. In addition to its core services, Empirical Wealth Management also offers tax preparation and insurance services to clients. These extra services provide clients with a comprehensive approach to their financial needs, ensuring that all aspects of their financial lives are taken care of in one convenient location. With a focus on investment advice only, Empirical Wealth Management is committed to providing its clients with the highest quality advice and service possible.

EMPIRICAL WEALTH MANAGEMENT is a financial services firm that caters to a wide range of clients, from individuals to high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other corporation types not listed. The firm is equipped with a team of highly skilled financial advisors who provide tailored solutions to meet the unique needs of each client. With decades of expertise, the firm has earned a significant reputation as a trusted partner for its clients. To ensure its clients receive transparent and cost-effective services, EMPIRICAL WEALTH MANAGEMENT offers various fee structures. Depending on the service provided, clients can opt for a percentage of assets under management (AUM), hourly rates, fixed fees, or performance-based fees. This means clients only pay for the services they receive, and the fees charged are commensurate with the value provided by the firm's advisors. Additionally, clients receive regular communication and updates on their portfolio's performance, ensuring they always stay informed about their investments. Overall, EMPIRICAL WEALTH MANAGEMENT is committed to delivering personal and professional services to its clients, empowering them to achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Empirical Wealth Management does not mention an investment minimum.

How This Office Can Help Spokane, WA Residents

Empirical Wealth Management provides comprehensive financial planning and investment management services to clients in Spokane, WA. With a focus on personalized solutions, their team of experienced financial advisors works closely with clients to understand their unique financial situations and provide customized advice. Clients in Spokane may be facing a variety of financial challenges, such as saving for retirement, managing debt, or planning for major life events such as buying a home or sending children to college. Empirical Wealth Management can help clients navigate these challenges and develop strategies to achieve their financial goals. They offer a range of services, including retirement planning, tax planning, investment management, and estate planning. By taking a holistic approach to financial planning, Empirical Wealth Management helps clients to build and preserve their wealth over the long term.

To view the Minimum Investment and Fee Schedule for Empirical Wealth Management, visit their Part 2 Brochure.

Services Offered by Empirical Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Empirical Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 818 W Riverside Ave #450, Spokane, WA 99201, USA
Phone (509) 315-1685
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1420 5TH AVE, SUITE 3150, SEATTLE, WA 98101, United States

This firm has no other locations.

State Registrations

Empirical Wealth Management is registered to service clients in the following states:

  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Kansas
  • Louisiana
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • Montana
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Empirical Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.