Brian Perkins
Brian Perkins is a registered investment advisor at Emerson Equity LLC, based in Littleton, CO, with 11 years of industry experience. Brian 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
26 W. Dry Creek Circle, Suite 460, Littleton, CO, 80120
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other 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.
Employment History
Current Registrations
Emerson Equity LLCBroker
Cdp Financial Group, LLC
Previous Registrations
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Mcl Financial Group, INC.
Mcl Financial Group, INC.Broker
State Registrations7 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.