Empiric Advisors, Inc
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Overview
Empiric Advisors, Inc operates as a financial advisor firm that has its headquarters in Austin, Texas. The company oversees $60.6 million in assets over 43 accounts. The firm has a small team, including 3 financial advisors. Empiric Advisors, Inc is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like options, stocks and bonds.
Empiric Advisors, Inc oversees 40 of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring client approval. The firm also manages three non-discretionary accounts with a total of $577,812 in assets under management. The investment advisory firm's average account size is $1.4 million. An average financial advisor at Empiric Advisors, Inc manages around 14 client accounts, making it one of the more personalized financial advisor firms in the country.
The firm's central office is at 500 N Capital Of Texas Hwy, Austin, Texas 78746. Empiric Advisors, Inc is registered to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Empiric Advisors, Inc by the Numbers
$60.6 million
3
43
$1.4 million
Fee Structure
Fees charged by financial advisors usually depend on which service is provided. However, fees charged by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Empiric Advisors, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Empiric Advisors, Inc provides services to retail investors, high net worth investors and investment companies. Out of its 43 accounts, Empiric Advisors, Inc's biggest client group by number of accounts is high net worth investors, but it also serves 17 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts reside abroad.
- High-Net-Worth Individuals* - 89.47%
- Other Individuals - 5.26%
- Corporations - 5.26%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Empiric Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Empiric Advisors, Inc
Austin, TX
Austin, TX
Austin, TX
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