EB
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Emery Bourne

26 Years of Experience
Atlanta, GA
Broker

Emery Bourne is a registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 26 years of industry experience. Emery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,636 clients with $33B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
338 advisors
Number of Clients
5,636 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$32.6B

Fee Structure

Investment management only (planning not offered)

RAM's fees for separately managed accounts typically range from 0.50% to 1.5% annually for equity strategies and from 0.10% to 0.75% annually for fixed income strategies, depending on the investment strategy and the amount invested. Some fixed income strategies are available at no fee to private wealth clients through a wrap fee program. The standard fee for the Long/Short Equity Strategy is 1.5% annually plus a 20% performance fee. The standard fee for the FinTech Venture Capital strategy is 2.0% annually plus a 20% carried interest. The standard fee for its Growth Equity strategy is a 2.0% annual investment advisory fee (with the fee rate stepping down after the investment period) and a 20% carried interest, subject to a preferred return.

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Location

3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305

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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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Employment History
Current Registrations
Rockefeller Capital Management
February 2024 - Present · 2 yrs 3 mos
Rockefeller Capital Management
January 2020 - Present · 6 yrs 4 mos
Rockefeller Financial LLCBroker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Morgan Stanley
October 2011 - January 2020 · 8 yrs 3 mos
Morgan StanleyBroker
October 2011 - January 2020 · 8 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Citigroup Global Markets INC.
March 2003 - June 2009 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
August 1998 - June 2009 · 10 yrs 10 mos
State Registrations34 states
AKALCACOCTDCDEFLGAIAIDILINLAMAMDMEMINCNHNJNMNVNYOHORPASCTNTXVAVTWAWV
AdvisorBrokerBoth

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.
Emery Bourne - Financial Advisor | TrueAdvisor