Nathan Brite is a registered investment advisor at Emerson Equity LLC, based in Irvine, CA, with 5 years of industry experience. Nathan 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
9940 Research Drive Suite 200, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2022Other Business Activities
Nathan works as an account manager for CRE Income Fund, a private REIT in the industrial real estate space, since March 2024. He works in a sales capacity with accredited investors, dedicating full-time hours to this role.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Emerson Equity LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.