Andrew Roberson
Andrew Roberson is a CFP-designated registered investment advisor at Emerson Equity LLC, based in Walnut Creek, CA, with 21 years of industry experience. Andrew 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
Walnut Creek, CA
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2026Employment Separation After Allegations
July 2025Customer Dispute
February 2025Other Business ActivitiesSells Insurance
Andrew is an insurance broker, providing brokerage services to clients outside of GLIC's product portfolio since 2018, dedicating a few hours per week to this. He also auditions for commercial voiceovers a couple of times a year, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Emerson Equity LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations9 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.