Andrew Bagnall
Andrew Bagnall is a CFP-designated registered investment advisor at Emerson Equity LLC, based in Seattle, WA, with 25 years of industry experience. Andrew 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
Seattle, WA
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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 ActivitiesSells Insurance
Andrew practices law, specializing in estate planning, wills, and trusts, dedicating minimal time to this. He is also involved in real estate holding companies and provides legal, trademark, and tax advice to eyewear manufacturing companies, spending about 10% of his time on the latter.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLC
Emerson Equity LLCBroker
Previous Registrations
Westpark Capital, INC.
Westpark Capital, INC.Broker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Aig Financial Advisors, INC.Broker
Householder Group, Estate & Retirement Specialists
Sunamerica Securities, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations7 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
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