Brian Forrest Stokes

Emerson Equity LLC

43 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Emerson Equity LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

116 advisors

Number of Clients

679 clients

Average Client Portfolio

$483K average

Assets Under Management

$327.9M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.50%
$1M+	2.25%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

San Diego, CA

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History

Regulatory History (1)

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Employment Separation After Allegations

February 2009

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Other Business ActivitiesSells Insurance

Brian owns Stokes Insurance Services, placing insurance, equity-indexed, fixed annuities & fixed insurance for clients since 2022. He also owns San Diego Sword School, teaching sword fighting since 2010.