Jillian Nel
Jillian Nel is a CFP-designated registered investment advisor at Emerson Equity LLC, based in Houston, TX, with 18 years of industry experience. Jillian 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
2925 Richmond Avenue, Suite 425, Houston, TX, 77098
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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
Jillian is dually-registered with Inscription Capital, LLC and Purshe Kaplan Sterling Investments, LLC, spending about 90% of her time as an investment advisor representative. She also serves as a board member for The Women's Fund, an associate director and instructor at Rice University's CFP program, sells fixed and equity indexed insurance, and is the Secretary of the Board of Directors for RSMC Cares.
Employment History
Current Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
Inscription Capital, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Legacy Asset Management, INC.
Legacy Asset Securities, INC.Broker
Legacy Asset Management, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
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.