Christopher Miller is a registered investment advisor at Emerson Equity LLC, based in Tustin, CA, with 24 years of industry experience. Christopher 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
2522 Chambers Road, Suite 100, Tustin, CA, 92780
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2019Employment Separation After Allegations
April 2007Other Business Activities
Christopher owns and manages several real estate holdings through Better Apartments, LLC, Pleasant Apartment Provider LLC, and Charming Orange County Homes, LLC, dedicating a few hours per week to each. He also works full-time at Specialized Wealth Management and is a sales agent for Brightpoint Realty Group, spending minimal time on this activity.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Sandlapper Wealth Management, LLC
Sandlapper Wealth Management, LLC
Sandlapper Securities, LLCBroker
Allied Beacon Partners, INC.Broker
American Beacon Partners, INC.Broker
Private Asset Group, INC.Broker
Financial Advisers of America, LLCBroker
Girard Securities, INC.Broker
Midpoint Financial Services, INC.Broker
Mcl Financial Group, INC.Broker
Nnn Capital CORP.Broker
Morgan Stanley Dw INC.Broker
State Registrations17 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.