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
2522 Chambers Road, Suite 100, Tustin, CA, 92780
Get directionsRegulatory History (2)
Customer Dispute
October 2019Employment Separation After Allegations
April 2007Other Business Activities
Christopher owns and manages several real estate holdings through Better Apartments, LLC, Pleasant Apartment Provider LLC, and Charming Orange County Homes, LLC, dedicating a few hours per week to each. He also works full-time at Specialized Wealth Management and is a sales agent for Brightpoint Realty Group, spending minimal time on this activity.