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
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsRegulatory History (4)
Customer Dispute
September 2025Customer Dispute
September 2025Regulatory
May 2002Criminal
November 1998Other Business ActivitiesSells Insurance
Matthew is the owner of Copley Financial Group Inc., a registered investment advisor. He also owns Heritage Tax & Insurance Services, Inc. where he is the sales manager for fixed annuities, and Copley Enterprises, Inc. (Quality M&M Quality Vehicles), which sells used cars. Additionally, Matthew is a sales manager at Guild Mortgage and a registered representative at Emerson Equity LLC.