Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Emerge earns compensation from distribution fees and investment management revenue as a percentage of the sub-advisor's fee. For the Emerge platform, fees range from 0.25% to 1.00%, plus custody and trading costs. Fees may be negotiable based on account size and the number of accounts. Consulting fees for corporations, pension plans, and non-profits range from 0.25% to 1% depending on size and depth of requirement.
Areas of Practice
Advisor Information
Office location
Chicago, IL
Get directionsRegulatory 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.
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Theron is a Director for the Mid-West Region at Emerge Capital Management Inc. and a Registered Representative at ALPS Distributors, Inc.; both roles take about half of his time.