Kristian Colvin is a CFP-designated registered investment advisor at Emerson Equity LLC, based in La Jolla, CA, with 29 years of industry experience. Kristian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).
Fee Estimator
Location
7946 Ivanhoe Avenue Suite 314, La Jolla, CA, 92307
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 Activities
Kristian is the president and secretary of Kristian Colvin Investments, an S-corporation established for tax purposes since 2017. He dedicates minimal time to this business.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations14 states
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
More Advisors
- Kyle Hodges, CFPLPL Financial LLC
- Laura Smith, CFPWells Fargo Advisors
- Thomas Naylor, CFPMML Investors Services, LLC
- Michael Anderson, CFAUBS Financial Services INC.
- Mark Nussbaum, CFPWells Fargo Advisors
- Christopher Kozo, CFPWells Fargo Advisors