Darrach Bourke
Darrach Bourke is a CFA-designated registered investment advisor at Emerson Equity LLC, based in San Mateo, CA, with 18 years of industry experience. Darrach 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
155 Bovet Road, Suite 725, San Mateo, CA, 94402
Get directionsHistory
Regulatory History (14)
Customer Dispute
July 2025Customer Dispute
February 2023Customer Dispute
June 2018Customer Dispute
August 2017Regulatory
March 2017Customer Dispute
March 2016Customer Dispute
December 2014Employment Separation After Allegations
October 2014Customer Dispute
August 2013Criminal
December 1998Criminal
December 1997Criminal
January 1994Criminal
May 1992Criminal
January 1989Other Business Activities
Darrach is the CEO of Bourke Investment Management, Inc., which is a DBA for tax purposes. He spends no time on this business.
Employment History
Current Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
Previous Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Stone & Youngberg LLC
Stone & Youngberg LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
State Registrations5 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.