Lance Ichikawa
Lance Ichikawa is a registered investment advisor at Emerson Equity LLC, based in Foster City, CA, with 22 years of industry experience. Lance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
Foster City, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lance is an insurance agent selling fixed insurance products since 1989. He dedicates minimal time to this activity.
Employment History
Current Registrations
Emerson Equity LLC
Previous Registrations
C2c Wealth Management, LLC
Concert Wealth Management
Emerson Equity LLC
Wm Financial Services, INC.
Charles Schwab & CO., INC.
U.S. Bancorp Piper Jaffray INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.