Brent James Emch

11 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Heritage Family Offices, LLP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

245 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$408.1M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	2.00%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

9841 E Bell Rd, Suite 110, Scottsdale, AZ, 85260

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Brent owns BJE Properties LLC, a real estate rental business, since 2016. He dedicates minimal time to this activity.

Employment History

Current Registrations

Heritage Family Offices, LLP

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Heritage Family Offices, LLP

February 2023 - December 2023 · 10 mos

Heritage Wealth Management, LLC

July 2017 - March 2024 · 6 yrs 8 mos

Heritage Wealth Management, LLC

April 2017 - August 2017 · 4 mos

Advisors' Pride INC.

April 2016 - March 2017 · 11 mos

LPL Financial LLCBroker

January 2016 - March 2017 · 1 yr 2 mos

Northwestern Mutual Investment Services, LLCBroker

October 2013 - January 2016 · 2 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.