Emily Mc Cracken
Advisor at Venturi Private Wealth — Boise, ID
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Boise, ID 83702
Venturi Private Wealth
Multi-team
Emily Mc Cracken is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 66 designation with six years of industry experience. She has worked at Venturi Private Wealth since 2021 and has prior experience at Northwestern Mutual and MassMutual. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations. The firm employs a tailored investment approach, utilizing mutual funds, ETFs, individual securities, options, and third-party managers, and provides both discretionary and non-discretionary portfolio management along with specialized family office and CFO services.
Based on Venturi Private Wealth
Based on Venturi Private Wealth
Financial planning fixed fees generally start at $1,000 and up depending on scope and complexity. Family Office Services may have flat annual fees per Statement of Work. CFO/Bill paying services charged flat all-inclusive fee, negotiable.
$0 - $2,500,000: 1.00% $2,500,001 - $10,000,000: 0.85% $10,000,001 - $25,000,000: 0.75% $25,000,001+: 0.65%
Generally range from $1,000 and up for financial planning depending on scope. Business advisory services charged hourly with negotiated rates.
Performance-based fees (carried interest) for certain Private Funds range from 1% to 20% depending on the Fund.
Account minimum: $2,500,000
Boise, ID
800 W Main Street, Suite 1150
Boise ID 83702
Advisors at this office
16
Texas
6 years of industry experience
Venturi Private Wealth
2021 - Present • 5 years
Austin, TX
Northwestern Mutual Wealth Management Company
2020 - 2021 • 1 year
Milwaukee, CA
Brett Bissell
2019 - Present • 7 years
Irvine, CA
Northwestern Mutual Investment Services LLC
2019 - Present • 7 years
Irvine, CA
Robert Grimm
2019 - Present • 7 years
Irvine, CA
Brett J Bissell
2019 - 2019 • 1 year
Irvine, CA
Jon D Lugo
2019 - 2019 • 1 year
Irvine, CA
Robert A Grimm
2019 - 2019 • 1 year
Irvine, CA
MassMutual
2016 - 2019 • 3 years
Costa Mesa, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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