Michael Bristow is a registered investment advisor at Emerson Equity LLC, based in Larkspur, CA, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2009Other Business Activities
Michael is a managing partner and owner of Tamalpais Asset Management, a registered investment advisory firm. He dedicates a full-time amount of time to running the day-to-day operations, client communication, financial education, and managing client accounts.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Tamalpais Asset Management
Previous Registrations
Calamar Financial Group, LLCBroker
Cs Planning CORP
Perigon Wealth Management, LLC
Prime Executions, INC.Broker
Vtrader Pro, LLCBroker
Vt Brokers, LLC
Vt Brokers, LLCBroker
Portsmouth Financial ServicesBroker
Pacific Growth Equities, LLCBroker
Infinium Securities INC.Broker
Global Crown Capital, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.