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
12677 Alcosta Blvd, Suite 340, San Ramon, CA, 94583
Get directionsRegulatory History (2)
Employment Separation After Allegations
July 2025Customer Dispute
February 2025Other Business ActivitiesSells Insurance
Andrew is an insurance broker, providing brokerage services to clients outside of GLIC's product portfolio since 2018, dedicating a few hours per week to this. He also auditions for commercial voiceovers a couple of times a year, spending minimal time on this non-investment related activity.