TrueAdvisor
TrueAdvisor
MB
MB

Michael Bristow

Emerson Equity LLC
15 Years of Experience
Larkspur, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Michael Bristow is a registered investment advisor at Emerson Equity LLC, based in Larkspur, CA, with 15 years of industry experience. Michael 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.

Emerson Equity LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
620 clients
Average Client Portfolio
$519K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2009
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Michael is a managing partner and owner of Tamalpais Asset Management, a registered investment advisory firm. He dedicates a full-time amount of time to running the day-to-day operations, client communication, financial education, and managing client accounts.

Employment History
Current Registrations
Emerson Equity LLC
November 2024 - Present · 1 yr 11 mos
Emerson Equity LLCBroker
November 2024 - Present · 1 yr 11 mos
Tamalpais Asset Management
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Calamar Financial Group, LLCBroker
July 2019 - November 2024 · 5 yrs 4 mos
Cs Planning CORP
February 2017 - July 2019 · 2 yrs 5 mos
Perigon Wealth Management, LLC
May 2016 - October 2016 · 5 mos
Prime Executions, INC.Broker
July 2014 - December 2014 · 5 mos
Vtrader Pro, LLCBroker
February 2012 - April 2012 · 2 mos
Vt Brokers, LLC
August 2009 - April 2012 · 2 yrs 8 mos
Vt Brokers, LLCBroker
August 2009 - April 2012 · 2 yrs 8 mos
Portsmouth Financial ServicesBroker
July 2007 - September 2009 · 2 yrs 2 mos
Pacific Growth Equities, LLCBroker
May 2007 - June 2007 · 1 mo
Infinium Securities INC.Broker
October 2006 - January 2007 · 3 mos
Global Crown Capital, LLCBroker
January 2006 - March 2006 · 2 mos
State Registrations2 states
CATX
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.
More Advisors
More financial advisors in Larkspur, CA →All financial advisors in California →