Michael Lewis is a CFP-designated registered investment advisor at Emerson Equity LLC, based in San Francisco, CA, with 10 years of industry experience. Michael 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
235 Pine St, Suite 1225, San Francisco, CA, 94104
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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 Activities
Michael is a principal at Vernal Point Advisors, LLC, an SEC registered RIA, where he focuses on wealth planning and strategy for complex family office clients. This work, including building tools and systems, takes about half of his time.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Vernal Point Advisors, LLC
Previous Registrations
Gordian Investments, LLCBroker
State Registrations4 states
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