ME
CFP
ME
CFP

Michael Emerson

18 Years of Experience
Bloomfield Hills, MI
Sells Insurance

Michael Emerson is a CFP-designated registered investment advisor at Mariner Wealth, based in Bloomfield Hills, MI, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

38710 Woodward Avenue, Suite 230, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is independently licensed to sell insurance through various insurance agencies. He spends minimal time on this non-investment related business each month.

Employment History
Current Registrations
Mariner Wealth
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Emerson Wealth, LLC
March 2010 - August 2022 · 12 yrs 5 mos
Emerson Wealth Management, LLC
November 2007 - December 2009 · 2 yrs 1 mo
Emerson Dankovich Advisors, INC.
June 2007 - November 2007 · 5 mos
State Registrations2 states
MITX
Advisor

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.

Exams
No exam information available for this advisor.
Michael Emerson - Financial Advisor | TrueAdvisor