Andrew Bagnall is a CFP-designated registered investment advisor at Emerson Equity LLC, based in San Mateo, CA, with 24 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
155 Bovet Road, Suite 725, San Mateo, CA, 94402
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew practices law, specializing in estate planning, wills, and trusts, dedicating minimal time to this. He is also involved in real estate holding companies and provides legal, trademark, and tax advice to eyewear manufacturing companies, spending about 10% of his time on the latter.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Westpark Capital, INC.
Westpark Capital, INC.Broker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Aig Financial Advisors, INC.Broker
Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations6 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.