Renata Lance is a registered investment advisor at Emerson Equity LLC, based in San Diego, CA, with 13 years of industry experience. Renata 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
San Diego, CA
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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.
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Renata owns a resale retail clothing store, a franchise pilates studio, and a Club Pilates franchise, and is CFO of a plumbing service company. These activities involve processing payroll and hiring employees, taking a few hours per week for each.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Emerson Equity LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Morgan Stanley
Morgan StanleyBroker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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