Benjamin Barbour
Benjamin Barbour is a registered investment advisor at Emerson Equity LLC, based in Solomons, Md, MD, with 15 years of industry experience. Benjamin 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
14532 Solomons Island Road South, Suite 102, Solomons, Md, MD, 20688
Get directionsHistory
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
Benjamin refers clients to law firms for estate planning and assists in funding trusts, dedicating a few hours per week. He is also a Principal/Lead Advisor at Fountainhead Wealth Advisors, a Registered Representative with Arete Wealth Management, and a Principal at Fountainhead Insurance Agency, spending about half his time on these activities.
Employment History
Current Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
Fountainhead Fiduciary, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Kalos Capital, INC.Broker
Kalos Management
Madison Avenue Securities, INC.
Madison Avenue Securities, INC.Broker
State Registrations14 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.