Brian Joseph Perkins

Emerson Equity LLC

11 Years of Experience

1 DisclosureBrokerSells 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

26 W. Dry Creek Circle, Suite 460, Littleton, CO, 80120

Get directions

History

Regulatory History (1)

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.

Customer Dispute

December 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is the owner of CDP Financial Group, LLC, a registered investment advisor, providing investment advisory services. He also sells fixed insurance and fixed annuities, dedicating full-time hours to the RIA and a few hours per week during securities trading hours to insurance sales.