Assets Under Management
$327.9M
Number of Clients
679
Number of Advisors
116
Average Client AUM
$483K
AUM per Advisor
$2.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Emerson Equity LLC is a dually registered broker-dealer and investment advisory firm. They offer financial planning, portfolio management, insurance consulting, portfolio evaluation services, seminars, and referrals to other investment advisers. Services are tailored to individual client needs and goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
155 Bovet Road, Suite 725, San Mateo, CA, 94402