Emerson Equity LLC
Assets Under Management
$327.9M
Number of Clients
679
Number of Advisors
116
Average Client AUM
$483K
AUM per Advisor
$2.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Emerson Equity LLC offers financial planning, portfolio management, insurance consulting, portfolio evaluation services, and seminars to individuals, businesses, and institutional clients. They tailor services to individual needs and allow clients to impose reasonable restrictions on investments.
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
Location
155 Bovet Road, Suite 725, San Mateo, CA, 94402