Emerson Equity offers financial planning, portfolio management, and insurance consulting. Financial planning covers areas like estate, retirement, and business succession. Investment management involves supervising client investments based on their risk profile and providing quarterly reports. Emerson Equity may recommend private placements, for which its representatives receive commissions, creating a conflict of interest that is disclosed to clients. They also offer access to a Concentrated Stock Hedging & Monetization Program through Goldman Sachs Bank USA.
Assets Under Management$330M
Clients679
Advisors123
Avg. per Client$480K
Avg. per Advisor$2.7M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
123 Advisors at this firm
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