Troy Robertson
Troy Robertson is a registered investment advisor at Emerson Equity LLC, based in San Diego, CA, with 8 years of industry experience. Troy 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
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2025Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Troy works with Heritage Tax & Insurance, Inc. as an insurance producer and estate planning attorney, spending about a quarter of his time there. He also works full-time as an investment advisor representative with Copley Financial Group, Inc. and dedicates a few hours per week as a mortgage loan originator with Senior American Funding, Inc.
Employment History
Current Registrations
Emerson Equity LLCBroker
Copley Financial Group, INC.
State Registrations3 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.