Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable.
Fee Estimator
Financial planning fees range from $1,500 to $75,000 or more, or an hourly rate of $75 to $250 plus expenses. Investment portfolio management fees are 2.5% for accounts with assets of $1 million and under, and 2.25% for accounts with assets in excess of $1 million. Clients may opt to pay a flat fee for portfolio management services. Insurance consulting is performed at an hourly rate. Portfolio evaluation services are offered on a flat-fee basis, typically around $1,500. Seminar fees are negotiated. Emerson Equity receives a percentage of the advisory fee the client pays to third-party investment advisers, up to 2%.
Areas of Practice
Advisor Information
Office location
155 Bovet Road, Suite 725, San Mateo, CA, 94402
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam operates Richer Experience as a marketing vehicle for his investment business with Emerson Equity, dedicating about full-time hours to maintaining the website and advertising campaigns. He also owns rental real estate properties through Van Dyke Companies and sells fixed insurance products, including life, health, and long-term care insurance, as a licensed producer since 1998.