Andrew Thomas Roberson

CFP

Emerson Equity LLC

20 Years of Experience

2 DisclosuresBrokerSells 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

12677 Alcosta Blvd, Suite 340, San Ramon, CA, 94583

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

July 2025

Customer Dispute

February 2025

Closed-No Action

View Full SEC Report How to Read Disclosures

Other 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.