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 (2)
Customer Dispute
September 2025Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Troy works with Heritage Tax & Insurance, Inc. as an insurance producer and estate planning attorney, spending about a quarter of his time there. He also works full-time as an investment advisor representative with Copley Financial Group, Inc. and dedicates a few hours per week as a mortgage loan originator with Senior American Funding, Inc.